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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 | $139,106 | $56,110+147.9% | $94,993+46.4% | $70,126+98.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.04% | 51.02%-36.0pp | 27.14%-12.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $6,615 | $1,442+358.7% | $2,603+154.1% | $2,343+182.4% |
| Participant deferral / active EE | $3,867 | $2,391+61.7% | $3,317+16.6% | $3,332+16.1% |
| Admin fee / account holder | $20,118 | $3,456+482.0% | $4,960+305.6% | $4,645+333.1% |