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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 | $243,656 | $89,370+172.6% | $141,197+72.6% | $72,976+233.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.46% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.6pp |
| Employer contribution / active EE | $5,571 | $3,115+78.9% | $4,736+17.6% | $2,440+128.3% |
| Participant deferral / active EE | $6,755 | $5,419+24.7% | $6,710+0.7% | $3,608+87.2% |
| Admin fee / account holder | $11,470 | $5,957+92.6% | $10,265+11.7% | $5,124+123.8% |