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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 | $193,813 | $106,864+81.4% | $147,318+31.6% | $82,637+134.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.54% | 27.49%-12.0pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $8,201 | $3,417+140.0% | $4,593+78.6% | $2,552+221.3% |
| Participant deferral / active EE | $16,821 | $6,496+159.0% | $7,906+112.7% | $4,126+307.7% |
| Admin fee / account holder | $19,683 | $8,415+133.9% | $13,708+43.6% | $7,339+168.2% |