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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 | $145,431+53.1% | $211,142+5.4% | $87,485+154.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 26.69% | 27.21%-0.5pp | 46.84%-20.1pp | 26.06%+0.6pp |
| Employer contribution / active EE | $12,857 | $4,662+175.8% | $6,442+99.6% | $2,596+395.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $32,892 | $17,052+92.9% | $19,076+72.4% | $7,775+323.1% |