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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 | $200,518 | $56,544+254.6% | $75,501+165.6% | $70,126+185.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 20.30% | 23.59%-3.3pp | 27.35%-7.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $5,464 | $1,817+200.8% | $2,352+132.3% | $2,343+133.2% |
| Participant deferral / active EE | $5,244 | $2,580+103.3% | $3,142+66.9% | $3,332+57.4% |
| Admin fee / account holder | $10,157 | $3,827+165.4% | $5,801+75.1% | $4,645+118.7% |