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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 | $226,436 | $81,233+178.7% | $155,567+45.6% | $80,874+180.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.15% | 33.33%-13.2pp | 64.74%-44.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $5,838 | $3,101+88.3% | $4,674+24.9% | $2,756+111.9% |
| Participant deferral / active EE | $5,612 | $3,452+62.6% | $5,628-0.3% | $4,297+30.6% |
| Admin fee / account holder | $2,833 | $7,998-64.6% | $15,916-82.2% | $6,935-59.1% |