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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 | $161,428 | $78,428+105.8% | $95,960+68.2% | $79,852+102.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.82% | 19.37%+2.4pp | 91.63%-69.8pp | 31.72%-9.9pp |
| Employer contribution / active EE | $5,809 | $1,945+198.6% | $2,541+128.6% | $2,471+135.1% |
| Participant deferral / active EE | $11,148 | $3,440+224.1% | $4,167+167.5% | $3,740+198.0% |
| Admin fee / account holder | $42,024 | $5,622+647.5% | $6,797+518.3% | $5,306+692.0% |