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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 | $217,527 | $123,793+75.7% | $177,848+22.3% | $79,856+172.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.21% | 22.82%-5.6pp | 48.33%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $18,638 | $4,095+355.1% | $5,919+214.9% | $2,471+654.2% |
| Participant deferral / active EE | $15,455 | $5,956+159.5% | $7,714+100.4% | $3,741+313.2% |
| Admin fee / account holder | $2,572 | $7,243-64.5% | $12,431-79.3% | $5,306-51.5% |