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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 | $170,915 | $72,273+136.5% | $101,275+68.8% | $79,856+114.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.87% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $19,420 | $2,691+621.6% | $3,660+430.6% | $2,471+685.9% |
| Participant deferral / active EE | $4,271 | $3,282+30.1% | $4,371-2.3% | $3,741+14.2% |
| Admin fee / account holder | $15,516 | $4,401+252.5% | $5,948+160.9% | $5,306+192.4% |