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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 | $222,622 | $146,267+52.2% | $197,124+12.9% | $82,448+170.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 26.69% | 29.61%-2.9pp | 44.34%-17.7pp | 41.64%-15.0pp |
| Employer contribution / active EE | $12,857 | $4,723+172.2% | $6,227+106.5% | $2,551+404.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $32,892 | $14,422+128.1% | $16,298+101.8% | $7,234+354.7% |