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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 | $153,055 | $63,861+139.7% | $104,639+46.3% | $79,856+91.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 18.54% | 21.30%-2.8pp | 340.67%-322.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,855 | $1,588+268.6% | $2,682+118.3% | $2,471+136.9% |
| Participant deferral / active EE | $3,979 | $2,693+47.7% | $3,738+6.5% | $3,741+6.4% |
| Admin fee / account holder | $4,551 | $4,185+8.7% | $6,465-29.6% | $5,306-14.2% |