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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 | $207,433 | $78,672+163.7% | $109,163+90.0% | $85,856+141.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 32.09% | 25.09%+7.0pp | 25.75%+6.3pp | 318.58%-286.5pp |
| Employer contribution / active EE | $10,628 | $2,734+288.8% | $3,723+185.5% | $2,565+314.3% |
| Participant deferral / active EE | $11,514 | $3,467+232.1% | $4,654+147.4% | $3,952+191.3% |
| Admin fee / account holder | $8,480 | $5,470+55.0% | $6,754+25.6% | $6,261+35.5% |