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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 | $220,195 | $72,273+204.7% | $101,275+117.4% | $79,856+175.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.92% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,219 | $2,691+131.1% | $3,660+69.9% | $2,471+151.7% |
| Participant deferral / active EE | $8,460 | $3,282+157.8% | $4,371+93.6% | $3,741+126.2% |
| Admin fee / account holder | $10,407 | $4,401+136.5% | $5,948+75.0% | $5,306+96.1% |