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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 | $136,220 | $93,345+45.9% | $119,126+14.3% | $87,485+55.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.31% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $5,688 | $3,172+79.3% | $4,034+41.0% | $2,596+119.1% |
| Participant deferral / active EE | $8,230 | $4,099+100.8% | $5,318+54.8% | $4,274+92.6% |
| Admin fee / account holder | $16,744 | $8,039+108.3% | $10,693+56.6% | $7,775+115.4% |