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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 | $185,793 | $72,273+157.1% | $101,275+83.5% | $79,856+132.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.51% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,269 | $2,691+207.3% | $3,660+125.9% | $2,471+234.6% |
| Participant deferral / active EE | $7,761 | $3,282+136.5% | $4,371+77.6% | $3,741+107.5% |
| Admin fee / account holder | $16,484 | $4,401+274.5% | $5,948+177.1% | $5,306+210.6% |