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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 | $205,107 | $109,359+87.6% | $162,185+26.5% | $72,976+181.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.72% | 25.46%-1.7pp | 115.61%-91.9pp | 81.02%-57.3pp |
| Employer contribution / active EE | $18,137 | $3,907+364.2% | $5,613+223.1% | $2,440+643.3% |
| Participant deferral / active EE | $15,481 | $5,481+182.4% | $7,297+112.1% | $3,608+329.1% |
| Admin fee / account holder | $11,981 | $7,972+50.3% | $10,844+10.5% | $5,124+133.8% |