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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 | $186,429 | $78,423+137.7% | $95,964+94.3% | $79,856+133.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 26.03% | 19.37%+6.7pp | 91.64%-65.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $3,332 | $1,945+71.3% | $2,541+31.1% | $2,471+34.8% |
| Participant deferral / active EE | $7,308 | $3,440+112.4% | $4,167+75.4% | $3,741+95.4% |
| Admin fee / account holder | $17,418 | $5,622+209.8% | $6,797+156.2% | $5,306+228.2% |