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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 | $189,139 | $72,273+161.7% | $101,275+86.8% | $79,856+136.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.11% | 22.30%-5.2pp | 46.48%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $15,424 | $2,691+473.1% | $3,660+321.4% | $2,471+524.2% |
| Participant deferral / active EE | $2,395 | $3,282-27.0% | $4,371-45.2% | $3,741-36.0% |
| Admin fee / account holder | $2,875 | $4,401-34.7% | $5,948-51.7% | $5,306-45.8% |