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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 | $152,452 | $71,197+114.1% | $93,669+62.8% | $80,925+88.4% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 15.25% | 11.27%+4.0pp | 133.59%-118.3pp | 35.65%-20.4pp |
| Employer contribution / active EE | $6,475 | $1,565+313.8% | $2,424+167.2% | $2,756+134.9% |
| Participant deferral / active EE | $4,794 | $4,036+18.8% | $4,416+8.6% | $4,299+11.5% |
| Admin fee / account holder | $42,409 | $6,959+509.4% | $8,291+411.5% | $6,940+511.1% |