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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 | $158,756 | $99,875+59.0% | $146,866+8.1% | $86,983+82.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.42% | 28.10%-12.7pp | 102.85%-87.4pp | 25.83%-10.4pp |
| Employer contribution / active EE | $9,807 | $3,224+204.2% | $4,425+121.7% | $2,584+279.5% |
| Participant deferral / active EE | $15,097 | $6,322+138.8% | $7,759+94.6% | $4,194+260.0% |
| Admin fee / account holder | $15,452 | $7,838+97.1% | $13,620+13.4% | $7,856+96.7% |