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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 | $201,461 | $99,875+101.7% | $146,866+37.2% | $86,983+131.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.29% | 28.10%-10.8pp | 102.85%-85.6pp | 25.83%-8.5pp |
| Employer contribution / active EE | $4,976 | $3,224+54.3% | $4,425+12.5% | $2,584+92.5% |
| Participant deferral / active EE | $10,715 | $6,322+69.5% | $7,759+38.1% | $4,194+155.5% |
| Admin fee / account holder | $28,770 | $7,838+267.1% | $13,620+111.2% | $7,856+266.2% |