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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 | $223,720 | $65,364+242.3% | $92,909+140.8% | $72,975+206.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 31.63% | 42.11%-10.5pp | 109.44%-77.8pp | 81.01%-49.4pp |
| Employer contribution / active EE | $4,786 | $2,594+84.5% | $3,653+31.0% | $2,440+96.1% |
| Participant deferral / active EE | $7,814 | $3,128+149.8% | $4,238+84.4% | $3,608+116.6% |
| Admin fee / account holder | $122,282 | $4,251+2776.4% | $5,795+2010.1% | $5,124+2286.5% |