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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 | $184,349 | $83,485+120.8% | $125,195+47.2% | $72,976+152.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.15% | 25.77%-6.6pp | 43.79%-24.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $4,561 | $2,346+94.4% | $3,866+18.0% | $2,440+86.9% |
| Participant deferral / active EE | $9,489 | $3,586+164.6% | $4,937+92.2% | $3,608+163.0% |
| Admin fee / account holder | $14,407 | $5,518+161.1% | $9,704+48.5% | $5,124+181.2% |