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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 | $106,749+88.7% | $145,433+38.5% | $82,448+144.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.29% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,976 | $3,444+44.5% | $4,554+9.3% | $2,551+95.1% |
| Participant deferral / active EE | $10,715 | $6,519+64.4% | $7,897+35.7% | $4,139+158.9% |
| Admin fee / account holder | $28,770 | $8,390+242.9% | $13,129+119.1% | $7,234+297.7% |