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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 | $174,010 | $76,551+127.3% | $123,894+40.5% | $62,881+176.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,774 | $2,882+135.0% | $4,617+46.7% | $2,281+197.0% |
| Participant deferral / active EE | $6,087 | $4,840+25.8% | $5,984+1.7% | $3,203+90.0% |
| Admin fee / account holder | $17,203 | $4,826+256.5% | $8,357+105.8% | $4,296+300.5% |