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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 | $138,386+75.0% | $184,260+31.4% | $80,935+199.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.07% | 20.02%-8.0pp | 28.84%-16.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $17,757 | $4,851+266.1% | $6,427+176.3% | $2,757+544.1% |
| Participant deferral / active EE | $18,029 | $7,076+154.8% | $9,133+97.4% | $4,299+319.3% |
| Admin fee / account holder | $15,371 | $10,489+46.5% | $13,898+10.6% | $6,924+122.0% |