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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 | $249,445 | $87,834+184.0% | $133,975+86.2% | $62,881+296.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 18.38% | 12.05%+6.3pp | 29.29%-10.9pp | 20.14%-1.8pp |
| Employer contribution / active EE | $14,933 | $3,482+328.8% | $5,211+186.6% | $2,281+554.7% |
| Participant deferral / active EE | $19,638 | $4,812+308.1% | $6,282+212.6% | $3,203+513.1% |
| Admin fee / account holder | $17,776 | $5,372+230.9% | $9,324+90.6% | $4,296+313.8% |