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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 | $185,698 | $76,564+142.5% | $105,582+75.9% | $94,015+97.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 12.62% | 20.69%-8.1pp | 18.61%-6.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $13,719 | $1,995+587.5% | $2,984+359.7% | $2,790+391.7% |
| Participant deferral / active EE | $8,210 | $3,320+147.3% | $4,353+88.6% | $4,249+93.2% |
| Admin fee / account holder | $40,337 | $7,129+465.8% | $12,856+213.8% | $8,951+350.6% |