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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 | $162,374 | $65,423+148.2% | $98,477+64.9% | $85,856+89.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 29.89% | 21.76%+8.1pp | 1493.59%-1463.7pp | 318.58%-288.7pp |
| Employer contribution / active EE | $3,398 | $2,168+56.7% | $2,961+14.8% | $2,565+32.5% |
| Participant deferral / active EE | $5,838 | $3,167+84.3% | $4,276+36.5% | $3,952+47.7% |
| Admin fee / account holder | $11,180 | $4,594+143.4% | $5,951+87.9% | $6,261+78.6% |