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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 | $204,669 | $85,169+140.3% | $172,755+18.5% | $72,983+180.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 27.32%-9.7pp | 802.94%-785.3pp | 81.01%-63.4pp |
| Employer contribution / active EE | $6,064 | $3,324+82.4% | $5,144+17.9% | $2,440+148.5% |
| Participant deferral / active EE | $4,768 | $3,260+46.3% | $5,198-8.3% | $3,608+32.2% |
| Admin fee / account holder | $14,028 | $5,880+138.6% | $13,955+0.5% | $5,124+173.8% |