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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 | $229,831 | $138,385+66.1% | $184,243+24.7% | $80,925+184.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.65% | 20.02%-5.4pp | 28.82%-14.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $14,222 | $4,851+193.2% | $6,427+121.3% | $2,756+416.0% |
| Participant deferral / active EE | $16,816 | $7,075+137.7% | $9,132+84.1% | $4,299+291.2% |
| Admin fee / account holder | $15,808 | $10,489+50.7% | $13,914+13.6% | $6,940+127.8% |