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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 | $175,175 | $78,670+122.7% | $109,173+60.5% | $85,847+104.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.12% | 25.09%-10.0pp | 25.75%-10.6pp | 318.61%-303.5pp |
| Employer contribution / active EE | $4,430 | $2,734+62.1% | $3,723+19.0% | $2,565+72.7% |
| Participant deferral / active EE | $8,844 | $3,467+155.1% | $4,654+90.0% | $3,952+123.8% |
| Admin fee / account holder | $22,405 | $5,469+309.7% | $6,755+231.7% | $6,261+257.9% |