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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 | $193,262 | $123,793+56.1% | $177,848+8.7% | $79,856+142.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.09% | 22.82%-9.7pp | 48.33%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $9,997 | $4,095+144.1% | $5,919+68.9% | $2,471+304.5% |
| Participant deferral / active EE | $11,027 | $5,956+85.1% | $7,714+43.0% | $3,741+194.8% |
| Admin fee / account holder | $7,242 | $7,2430% | $12,431-41.7% | $5,306+36.5% |