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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 | $150,898 | $108,825+38.7% | $156,181-3.4% | $82,448+83.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 25.44% | 20.59%+4.9pp | 64.87%-39.4pp | 41.64%-16.2pp |
| Employer contribution / active EE | $11,020 | $2,870+284.0% | $4,294+156.7% | $2,551+332.0% |
| Participant deferral / active EE | $13,576 | $4,577+196.6% | $6,132+121.4% | $4,139+228.0% |
| Admin fee / account holder | $26,245 | $9,341+181.0% | $14,586+79.9% | $7,234+262.8% |