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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 | $141,687 | $64,359+120.2% | $90,161+57.1% | $70,126+102.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.42% | 28.13%-11.7pp | 34.89%-18.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $15,714 | $2,046+668.2% | $3,318+373.6% | $2,343+570.8% |
| Participant deferral / active EE | $13,554 | $4,389+208.8% | $5,287+156.3% | $3,332+306.8% |
| Admin fee / account holder | $2,343 | $3,945-40.6% | $5,943-60.6% | $4,645-49.6% |