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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 | $179,828 | $65,367+175.1% | $92,915+93.5% | $72,976+146.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.72% | 42.11%-21.4pp | 109.45%-88.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $4,687 | $2,594+80.7% | $3,653+28.3% | $2,440+92.1% |
| Participant deferral / active EE | $6,506 | $3,128+108.0% | $4,238+53.5% | $3,608+80.3% |
| Admin fee / account holder | $8,619 | $4,251+102.7% | $5,796+48.7% | $5,124+68.2% |