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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 | $112,264 | $54,763+105.0% | $90,324+24.3% | $72,976+53.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.29% | 30.63%-8.3pp | 78.15%-55.9pp | 81.02%-58.7pp |
| Employer contribution / active EE | $4,462 | $2,093+113.2% | $2,856+56.3% | $2,440+82.9% |
| Participant deferral / active EE | $4,954 | $2,887+71.6% | $3,885+27.5% | $3,608+37.3% |
| Admin fee / account holder | $9,282 | $3,973+133.6% | $5,356+73.3% | $5,124+81.1% |