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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 | $243,099 | $81,457+198.4% | $103,378+135.2% | $80,911+200.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.20% | 25.58%-6.4pp | 24.91%-5.7pp | 35.63%-16.4pp |
| Employer contribution / active EE | $10,660 | $3,107+243.1% | $3,870+175.4% | $2,756+286.8% |
| Participant deferral / active EE | $14,308 | $3,871+269.6% | $5,058+182.9% | $4,297+233.0% |
| Admin fee / account holder | $20,743 | $6,717+208.8% | $8,401+146.9% | $6,935+199.1% |