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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 | $110,829 | $45,050+146.0% | $63,018+75.9% | $70,126+58.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.96% | 18.76%+1.2pp | 87.62%-67.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $7,147 | $2,052+248.3% | $2,761+158.9% | $2,343+205.1% |
| Participant deferral / active EE | $6,590 | $2,466+167.3% | $3,330+97.9% | $3,332+97.8% |
| Admin fee / account holder | $16,320 | $2,834+475.9% | $3,601+353.3% | $4,645+251.3% |