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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 | $125,789 | $52,580+139.2% | $71,671+75.5% | $70,126+79.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.59% | 20.25%-2.7pp | 20.65%-3.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,915 | $1,616+142.3% | $2,460+59.2% | $2,343+67.1% |
| Participant deferral / active EE | $8,501 | $2,386+256.3% | $3,438+147.3% | $3,332+155.1% |
| Admin fee / account holder | $10,758 | $3,653+194.5% | $5,558+93.5% | $4,645+131.6% |