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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 | $216,515 | $105,284+105.6% | $150,734+43.6% | $94,015+130.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 12.22% | 15.67%-3.5pp | 600.81%-588.6pp | 17.84%-5.6pp |
| Employer contribution / active EE | $14,999 | $3,599+316.8% | $4,918+205.0% | $2,790+437.6% |
| Participant deferral / active EE | $15,560 | $4,274+264.1% | $5,610+177.4% | $4,249+266.2% |
| Admin fee / account holder | $20,847 | $9,839+111.9% | $14,905+39.9% | $8,951+132.9% |