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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 | $210,032 | $106,749+96.8% | $145,433+44.4% | $82,448+154.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $11,145 | $3,444+223.6% | $4,554+144.7% | $2,551+336.9% |
| Participant deferral / active EE | $14,771 | $6,519+126.6% | $7,897+87.0% | $4,139+256.9% |
| Admin fee / account holder | $22,245 | $8,390+165.1% | $13,129+69.4% | $7,234+207.5% |