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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 | $148,498 | $105,284+41.0% | $150,734-1.5% | $94,015+58.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 14.08% | 15.67%-1.6pp | 600.81%-586.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $15,649 | $3,599+334.9% | $4,918+218.2% | $2,790+460.9% |
| Participant deferral / active EE | $10,225 | $4,274+139.3% | $5,610+82.3% | $4,249+140.6% |
| Admin fee / account holder | $24,093 | $9,839+144.9% | $14,905+61.6% | $8,951+169.2% |