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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 | $138,385+51.0% | $184,200+13.4% | $80,874+158.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.34% | 20.02%-2.7pp | 28.80%-11.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $9,361 | $4,849+93.0% | $6,424+45.7% | $2,756+239.7% |
| Participant deferral / active EE | $17,386 | $7,073+145.8% | $9,132+90.4% | $4,297+304.6% |
| Admin fee / account holder | $24,146 | $10,483+130.3% | $13,907+73.6% | $6,935+248.2% |