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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 | $240,024 | $101,618+136.2% | $93,063+157.9% | $137,256+74.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.45% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $7,723 | $2,707+185.3% | $2,476+211.9% | $4,156+85.8% |
| Participant deferral / active EE | $9,180 | $4,279+114.5% | $3,958+131.9% | $6,407+43.3% |
| Admin fee / account holder | $14,502 | $6,198+134.0% | $6,033+140.4% | $12,270+18.2% |