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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 | $191,099 | $91,559+108.7% | $133,978+42.6% | $79,856+139.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.45% | 61.85%-49.4pp | 45.10%-32.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,592 | $2,384+50.7% | $3,919-8.3% | $2,471+45.4% |
| Participant deferral / active EE | $6,496 | $3,734+74.0% | $5,047+28.7% | $3,741+73.7% |
| Admin fee / account holder | $71,438 | $6,321+1030.2% | $8,930+700.0% | $5,306+1246.3% |