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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 | $208,034 | $109,359+90.2% | $162,177+28.3% | $72,975+185.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.51% | 25.46%-4.0pp | 115.60%-94.1pp | 81.01%-59.5pp |
| Employer contribution / active EE | $17,188 | $3,907+339.9% | $5,613+206.2% | $2,440+604.4% |
| Participant deferral / active EE | $14,268 | $5,481+160.3% | $7,297+95.5% | $3,608+295.5% |
| Admin fee / account holder | $24,197 | $7,972+203.5% | $10,843+123.2% | $5,124+372.2% |