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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 | $158,261 | $97,648+62.1% | $121,663+30.1% | $87,485+80.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 19.32% | 18.03%+1.3pp | 147.54%-128.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $7,560 | $2,300+228.6% | $3,020+150.3% | $2,596+191.2% |
| Participant deferral / active EE | $21,074 | $3,923+437.2% | $4,887+331.2% | $4,274+393.1% |
| Admin fee / account holder | $5,356 | $11,100-51.7% | $14,289-62.5% | $7,775-31.1% |