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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 | $242,180 | $105,284+130.0% | $150,734+60.7% | $94,015+157.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 15.60% | 15.67%-0.1pp | 600.81%-585.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $4,563 | $3,599+26.8% | $4,918-7.2% | $2,790+63.5% |
| Participant deferral / active EE | $4,864 | $4,274+13.8% | $5,610-13.3% | $4,249+14.5% |
| Admin fee / account holder | $21,661 | $9,839+120.2% | $14,905+45.3% | $8,951+142.0% |