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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 | $207,764 | $106,524+95.0% | $152,301+36.4% | $87,485+137.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.04% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $13,586 | $3,371+303.0% | $4,624+193.8% | $2,596+423.3% |
| Participant deferral / active EE | $7,923 | $6,525+21.4% | $8,004-1.0% | $4,274+85.4% |
| Admin fee / account holder | $37,179 | $8,287+348.7% | $14,398+158.2% | $7,775+378.2% |