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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 | $152,325 | $95,404+59.7% | $113,397+34.3% | $82,637+84.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.92% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $5,976 | $2,307+159.1% | $2,977+100.7% | $2,552+134.2% |
| Participant deferral / active EE | $8,227 | $4,220+95.0% | $5,076+62.1% | $4,126+99.4% |
| Admin fee / account holder | $42,830 | $9,168+367.2% | $11,957+258.2% | $7,339+483.6% |