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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 | $196,398 | $72,273+171.7% | $101,275+93.9% | $79,856+145.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.42% | 22.30%-10.9pp | 46.48%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,121 | $2,691+53.1% | $3,660+12.6% | $2,471+66.8% |
| Participant deferral / active EE | $9,857 | $3,282+200.4% | $4,371+125.5% | $3,741+163.5% |
| Admin fee / account holder | $17,291 | $4,401+292.9% | $5,948+190.7% | $5,306+225.8% |