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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 | $146,507 | $65,367+124.1% | $92,915+57.7% | $72,976+100.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.09% | 42.11%-21.0pp | 109.45%-88.4pp | 81.02%-59.9pp |
| Employer contribution / active EE | $3,756 | $2,594+44.8% | $3,653+2.8% | $2,440+53.9% |
| Participant deferral / active EE | $5,962 | $3,128+90.6% | $4,238+40.7% | $3,608+65.3% |
| Admin fee / account holder | $10,325 | $4,251+142.8% | $5,796+78.1% | $5,124+101.5% |