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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 | $123,640 | $64,359+92.1% | $90,161+37.1% | $70,126+76.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.75% | 28.13%-11.4pp | 34.89%-18.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $17,509 | $2,046+755.9% | $3,318+427.7% | $2,343+647.4% |
| Participant deferral / active EE | $12,020 | $4,389+173.9% | $5,287+127.3% | $3,332+260.8% |
| Admin fee / account holder | $15,140 | $3,945+283.8% | $5,943+154.7% | $4,645+225.9% |