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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 | $190,239 | $58,851+223.3% | $115,167+65.2% | $72,976+160.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 19.66% | 23.16%-3.5pp | 35.60%-15.9pp | 81.02%-61.4pp |
| Employer contribution / active EE | $8,732 | $1,798+385.7% | $3,179+174.7% | $2,440+257.8% |
| Participant deferral / active EE | $7,258 | $2,643+174.7% | $4,169+74.1% | $3,608+101.2% |
| Admin fee / account holder | $16,020 | $6,370+151.5% | $7,089+126.0% | $5,124+212.6% |