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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 | $144,675 | $93,589+54.6% | $135,942+6.4% | $75,181+92.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.85% | 30.90%-12.1pp | 68.28%-49.4pp | 160.69%-141.8pp |
| Employer contribution / active EE | $4,104 | $3,537+16.0% | $4,858-15.5% | $2,671+53.7% |
| Participant deferral / active EE | $13,505 | $6,405+110.8% | $7,759+74.1% | $4,126+227.3% |
| Admin fee / account holder | $28,102 | $6,977+302.8% | $10,764+161.1% | $5,650+397.4% |