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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 | $138,867 | $57,140+143.0% | $85,240+62.9% | $80,959+71.5% |
| Participation rate | 90.9% | 56.4%+34.5pp | 67.5%+23.4pp | 67.7%+23.2pp |
| Annual return | 14.36% | 21.71%-7.4pp | 66.75%-52.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $11,846 | $1,802+557.4% | $2,735+333.1% | $2,757+329.7% |
| Participant deferral / active EE | $6,592 | $3,115+111.6% | $4,527+45.6% | $4,300+53.3% |
| Admin fee / account holder | $34,249 | $4,992+586.1% | $6,165+455.6% | $6,925+394.5% |