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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 | $177,454 | $89,370+98.6% | $141,197+25.7% | $72,976+143.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.47% | 111.88%-85.4pp | 71.41%-44.9pp | 81.02%-54.5pp |
| Employer contribution / active EE | $3,998 | $3,115+28.4% | $4,736-15.6% | $2,440+63.9% |
| Participant deferral / active EE | $6,484 | $5,419+19.7% | $6,710-3.4% | $3,608+79.7% |
| Admin fee / account holder | $13,386 | $5,957+124.7% | $10,265+30.4% | $5,124+161.2% |