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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 | $218,801 | $100,060+118.7% | $149,721+46.1% | $70,126+212.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 31.80% | 27.46%+4.3pp | 1501.67%-1469.9pp | 73.15%-41.3pp |
| Employer contribution / active EE | $18,121 | $3,661+395.0% | $5,444+232.8% | $2,343+673.6% |
| Participant deferral / active EE | $11,586 | $4,982+132.6% | $6,568+76.4% | $3,332+247.7% |
| Admin fee / account holder | $15,289 | $8,285+84.5% | $11,282+35.5% | $4,645+229.1% |