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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 | $130,419 | $78,682+65.8% | $109,188+19.4% | $85,851+51.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.43% | 25.09%+1.3pp | 25.76%+0.7pp | 318.63%-292.2pp |
| Employer contribution / active EE | $4,520 | $2,734+65.3% | $3,723+21.4% | $2,565+76.2% |
| Participant deferral / active EE | $5,676 | $3,468+63.7% | $4,654+22.0% | $3,952+43.6% |
| Admin fee / account holder | $14,229 | $5,470+160.2% | $6,755+110.6% | $6,261+127.3% |