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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 | $163,332 | $91,559+78.4% | $133,978+21.9% | $79,856+104.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.14% | 61.85%-49.7pp | 45.10%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,307 | $2,384+80.7% | $3,919+9.9% | $2,471+74.3% |
| Participant deferral / active EE | $6,370 | $3,734+70.6% | $5,047+26.2% | $3,741+70.3% |
| Admin fee / account holder | $22,096 | $6,321+249.6% | $8,930+147.4% | $5,306+316.4% |