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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 | $201,444 | $78,707+155.9% | $117,861+70.9% | $70,126+187.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.54% | 23.30%-9.8pp | 335.11%-321.6pp | 73.15%-59.6pp |
| Employer contribution / active EE | $6,309 | $2,223+183.7% | $3,786+66.6% | $2,343+169.3% |
| Participant deferral / active EE | $5,171 | $3,297+56.8% | $4,482+15.4% | $3,332+55.2% |
| Admin fee / account holder | $29,375 | $5,066+479.9% | $8,021+266.2% | $4,645+532.3% |