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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 | $163,145 | $54,763+197.9% | $90,324+80.6% | $72,976+123.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.01% | 30.63%-12.6pp | 78.15%-60.1pp | 81.02%-63.0pp |
| Employer contribution / active EE | $2,820 | $2,093+34.7% | $2,856-1.3% | $2,440+15.6% |
| Participant deferral / active EE | $5,996 | $2,887+107.7% | $3,885+54.3% | $3,608+66.2% |
| Admin fee / account holder | $20,223 | $3,973+409.0% | $5,356+277.6% | $5,124+294.7% |