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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 | $242,111 | $138,385+75.0% | $184,200+31.4% | $80,874+199.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.07% | 20.02%-8.0pp | 28.80%-16.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $17,757 | $4,849+266.2% | $6,424+176.4% | $2,756+544.4% |
| Participant deferral / active EE | $18,029 | $7,073+154.9% | $9,132+97.4% | $4,297+319.6% |
| Admin fee / account holder | $15,371 | $10,483+46.6% | $13,907+10.5% | $6,935+121.6% |