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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 | $223,700 | $138,385+61.7% | $184,243+21.4% | $80,925+176.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.10% | 20.02%-2.9pp | 28.82%-11.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $8,555 | $4,851+76.4% | $6,427+33.1% | $2,756+210.4% |
| Participant deferral / active EE | $14,151 | $7,075+100.0% | $9,132+54.9% | $4,299+229.2% |
| Admin fee / account holder | $17,947 | $10,489+71.1% | $13,914+29.0% | $6,940+158.6% |