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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 | $145,747 | $106,524+36.8% | $152,301-4.3% | $87,485+66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 47.61% | 26.89%+20.7pp | 80.50%-32.9pp | 26.06%+21.6pp |
| Employer contribution / active EE | $9,876 | $3,371+193.0% | $4,624+113.6% | $2,596+280.4% |
| Participant deferral / active EE | $27,274 | $6,525+318.0% | $8,004+240.8% | $4,274+538.2% |
| Admin fee / account holder | $74,854 | $8,287+803.3% | $14,398+419.9% | $7,775+862.8% |