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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 | $166,853 | $77,816+114.4% | $123,552+35.0% | $64,173+160.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 12.29% | 12.49%-0.2pp | 119.20%-106.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $5,041 | $3,014+67.2% | $4,628+8.9% | $2,381+111.7% |
| Participant deferral / active EE | $14,567 | $5,240+178.0% | $6,426+126.7% | $3,470+319.8% |
| Admin fee / account holder | $23,286 | $5,519+321.9% | $9,285+150.8% | $4,887+376.4% |