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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,508 | $106,524+62.9% | $152,301+13.9% | $87,485+98.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.78% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $9,449 | $3,371+180.3% | $4,624+104.3% | $2,596+264.0% |
| Participant deferral / active EE | $11,498 | $6,525+76.2% | $8,004+43.7% | $4,274+169.1% |
| Admin fee / account holder | $37,378 | $8,287+351.1% | $14,398+159.6% | $7,775+380.8% |