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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 | $213,709 | $125,797+69.9% | $170,057+25.7% | $75,177+184.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.27% | 27.20%-6.9pp | 53.42%-33.1pp | 160.75%-140.5pp |
| Employer contribution / active EE | $10,243 | $4,616+121.9% | $6,790+50.8% | $2,671+283.5% |
| Participant deferral / active EE | $15,499 | $6,838+126.7% | $10,411+48.9% | $4,126+275.6% |
| Admin fee / account holder | $2,532 | $8,177-69.0% | $12,826-80.3% | $5,651-55.2% |