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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 | $94,697 | $59,839+58.3% | $81,991+15.5% | $79,852+18.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 21.66% | 17.56%+4.1pp | 41.31%-19.7pp | 31.72%-10.1pp |
| Employer contribution / active EE | $5,723 | $1,713+234.0% | $2,498+129.1% | $2,471+131.6% |
| Participant deferral / active EE | $9,943 | $2,695+268.9% | $3,722+167.1% | $3,740+165.8% |
| Admin fee / account holder | $20,035 | $4,287+367.3% | $5,665+253.7% | $5,306+277.6% |