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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 | $229,560 | $135,956+68.8% | $123,894+85.3% | $273,972-16.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.52% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $10,176 | $5,170+96.8% | $4,617+120.4% | $4,869+109.0% |
| Participant deferral / active EE | $8,775 | $6,343+38.3% | $5,984+46.6% | $5,287+66.0% |
| Admin fee / account holder | $44,572 | $9,817+354.0% | $8,357+433.3% | $10,133+339.9% |