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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 | $207,631 | $55,684+272.9% | $75,900+173.6% | $72,976+184.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.71% | 27.60%-8.9pp | 30.73%-12.0pp | 81.02%-62.3pp |
| Employer contribution / active EE | $3,533 | $1,687+109.4% | $2,501+41.3% | $2,440+44.8% |
| Participant deferral / active EE | $9,475 | $2,634+259.7% | $3,604+162.9% | $3,608+162.6% |
| Admin fee / account holder | $13,463 | $3,981+238.1% | $5,421+148.3% | $5,124+162.7% |