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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 | $193,889 | $89,367+117.0% | $141,191+37.3% | $72,975+165.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.55% | 111.87%-88.3pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,299 | $3,115+5.9% | $4,736-30.3% | $2,440+35.2% |
| Participant deferral / active EE | $6,319 | $5,419+16.6% | $6,710-5.8% | $3,608+75.2% |
| Admin fee / account holder | $5,593 | $5,957-6.1% | $10,264-45.5% | $5,124+9.1% |