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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 | $228,689 | $123,478+85.2% | $216,567+5.6% | $94,015+143.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.79% | 23.61%-11.8pp | 12.94%-1.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $8,730 | $3,136+178.4% | $5,216+67.4% | $2,790+212.9% |
| Participant deferral / active EE | $15,571 | $4,556+241.8% | $6,191+151.5% | $4,249+266.4% |
| Admin fee / account holder | $31,030 | $12,753+143.3% | $21,981+41.2% | $8,951+246.7% |