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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 | $179,686 | $98,776+81.9% | $149,745+20.0% | $79,856+125.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.05% | 27.38%-11.3pp | 276.72%-260.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,062 | $3,217+119.5% | $4,646+52.0% | $2,471+185.8% |
| Participant deferral / active EE | $7,578 | $5,681+33.4% | $6,843+10.7% | $3,741+102.6% |
| Admin fee / account holder | $12,619 | $6,053+108.5% | $9,312+35.5% | $5,306+137.8% |