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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 | $177,830 | $106,749+66.6% | $145,433+22.3% | $82,448+115.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $8,238 | $3,444+139.2% | $4,554+80.9% | $2,551+222.9% |
| Participant deferral / active EE | $9,349 | $6,519+43.4% | $7,897+18.4% | $4,139+125.9% |
| Admin fee / account holder | $15,626 | $8,390+86.2% | $13,129+19.0% | $7,234+116.0% |