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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 | $241,603 | $57,119+323.0% | $85,187+183.6% | $80,935+198.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.19% | 21.70%-6.5pp | 66.67%-51.5pp | 35.66%-20.5pp |
| Employer contribution / active EE | $22,270 | $1,802+1136.2% | $2,732+715.0% | $2,757+707.9% |
| Participant deferral / active EE | $18,488 | $3,115+493.6% | $4,525+308.6% | $4,299+330.0% |
| Admin fee / account holder | $11,067 | $4,990+121.8% | $6,162+79.6% | $6,924+59.8% |