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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 | $208,953 | $138,393+51.0% | $184,256+13.4% | $80,959+158.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.34% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $9,361 | $4,847+93.1% | $6,427+45.7% | $2,757+239.5% |
| Participant deferral / active EE | $17,386 | $7,076+145.7% | $9,133+90.4% | $4,300+304.3% |
| Admin fee / account holder | $24,146 | $10,489+130.2% | $13,899+73.7% | $6,925+248.7% |