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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 | $224,899 | $91,559+145.6% | $133,978+67.9% | $79,856+181.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.56% | 61.85%-45.3pp | 45.10%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,864 | $2,384+104.1% | $3,919+24.1% | $2,471+96.8% |
| Participant deferral / active EE | $10,332 | $3,734+176.7% | $5,047+104.7% | $3,741+176.2% |
| Admin fee / account holder | $13,364 | $6,321+111.4% | $8,930+49.7% | $5,306+151.8% |