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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 | $140,940 | $39,132+260.2% | $57,196+146.4% | $62,881+124.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 26.32% | 9.24%+17.1pp | 14.59%+11.7pp | 20.14%+6.2pp |
| Employer contribution / active EE | $9,257 | $1,874+394.0% | $2,683+245.0% | $2,281+305.9% |
| Participant deferral / active EE | $7,356 | $2,374+209.8% | $3,096+137.6% | $3,203+129.6% |
| Admin fee / account holder | $4,675 | $2,594+80.2% | $3,141+48.9% | $4,296+8.8% |