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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 | $197,602 | $77,814+153.9% | $158,223+24.9% | $86,983+127.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.47% | 30.54%-18.1pp | 52.09%-39.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $4,461 | $2,592+72.1% | $4,109+8.6% | $2,584+72.6% |
| Participant deferral / active EE | $8,572 | $3,270+162.2% | $5,467+56.8% | $4,194+104.4% |
| Admin fee / account holder | $29,434 | $5,879+400.6% | $16,047+83.4% | $7,856+274.7% |