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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 | $187,027 | $55,684+235.9% | $75,900+146.4% | $72,976+156.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.49% | 27.60%-4.1pp | 30.73%-7.2pp | 81.02%-57.5pp |
| Employer contribution / active EE | $3,907 | $1,687+131.6% | $2,501+56.2% | $2,440+60.1% |
| Participant deferral / active EE | $10,355 | $2,634+293.1% | $3,604+187.4% | $3,608+187.0% |
| Admin fee / account holder | $24,777 | $3,981+522.3% | $5,421+357.1% | $5,124+383.5% |