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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 | $182,927 | $67,602+170.6% | $82,312+122.2% | $70,126+160.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.25% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $5,229 | $1,755+198.0% | $2,428+115.3% | $2,343+123.2% |
| Participant deferral / active EE | $6,475 | $2,987+116.8% | $3,706+74.7% | $3,332+94.3% |
| Admin fee / account holder | $8,557 | $4,512+89.7% | $5,608+52.6% | $4,645+84.2% |