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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 | $214,280 | $86,050+149.0% | $189,758+12.9% | $94,015+127.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.25% | 17.77%-6.5pp | 52.62%-41.4pp | 17.84%-6.6pp |
| Employer contribution / active EE | $4,708 | $2,819+67.0% | $4,767-1.2% | $2,790+68.8% |
| Participant deferral / active EE | $4,458 | $3,349+33.1% | $5,856-23.9% | $4,249+4.9% |
| Admin fee / account holder | $59,598 | $6,627+799.4% | $20,388+192.3% | $8,951+565.8% |