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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 | $144,401 | $54,763+163.7% | $90,324+59.9% | $72,976+97.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.53% | 30.63%-6.1pp | 78.15%-53.6pp | 81.02%-56.5pp |
| Employer contribution / active EE | $5,856 | $2,093+179.8% | $2,856+105.1% | $2,440+140.0% |
| Participant deferral / active EE | $3,787 | $2,887+31.2% | $3,885-2.5% | $3,608+5.0% |
| Admin fee / account holder | $8,133 | $3,973+104.7% | $5,356+51.9% | $5,124+58.7% |