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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 | $140,563 | $53,128+164.6% | $86,582+62.3% | $70,126+100.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.41% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,323 | $2,068+109.0% | $2,839+52.2% | $2,343+84.5% |
| Participant deferral / active EE | $6,264 | $2,695+132.4% | $3,609+73.6% | $3,332+88.0% |
| Admin fee / account holder | $12,275 | $3,584+242.5% | $4,904+150.3% | $4,645+164.2% |