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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 | $167,019 | $77,908+114.4% | $149,696+11.6% | $75,173+122.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.37% | 31.73%-18.4pp | 134.46%-121.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $7,378 | $3,138+135.1% | $4,821+53.1% | $2,671+176.2% |
| Participant deferral / active EE | $6,104 | $3,411+79.0% | $5,682+7.4% | $4,126+47.9% |
| Admin fee / account holder | $27,972 | $5,950+370.2% | $13,212+111.7% | $5,651+395.0% |