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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 | $132,477 | $59,115+124.1% | $77,175+71.7% | $75,173+76.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.94% | 26.71%-12.8pp | 37.88%-23.9pp | 160.65%-146.7pp |
| Employer contribution / active EE | $6,894 | $1,995+245.6% | $2,533+172.2% | $2,670+158.2% |
| Participant deferral / active EE | $7,740 | $2,998+158.2% | $3,832+102.0% | $4,126+87.6% |
| Admin fee / account holder | $16,417 | $4,776+243.8% | $5,474+199.9% | $5,651+190.5% |