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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 | $190,747 | $84,236+126.4% | $170,435+11.9% | $70,126+172.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.58% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $6,125 | $3,387+80.8% | $5,432+12.8% | $2,343+161.5% |
| Participant deferral / active EE | $5,854 | $3,086+89.7% | $4,939+18.5% | $3,332+75.7% |
| Admin fee / account holder | $14,994 | $5,698+163.1% | $13,881+8.0% | $4,645+222.8% |