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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 | $140,639 | $78,428+79.3% | $95,960+46.6% | $79,852+76.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.83% | 19.37%-7.5pp | 91.63%-79.8pp | 31.72%-19.9pp |
| Employer contribution / active EE | $8,618 | $1,945+343.0% | $2,541+239.1% | $2,471+248.8% |
| Participant deferral / active EE | $6,015 | $3,440+74.9% | $4,167+44.4% | $3,740+60.8% |
| Admin fee / account holder | $28,377 | $5,622+404.7% | $6,797+317.5% | $5,306+434.8% |