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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 | $198,903 | $58,627+239.3% | $76,735+159.2% | $82,448+141.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 16.60% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,223 | $1,729+144.2% | $2,454+72.1% | $2,551+65.6% |
| Participant deferral / active EE | $6,221 | $3,134+98.5% | $4,088+52.2% | $4,139+50.3% |
| Admin fee / account holder | $24,376 | $5,323+358.0% | $7,189+239.1% | $7,234+237.0% |