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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 | $193,276 | $94,031+105.5% | $115,768+67.0% | $82,448+134.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 18.18% | 20.61%-2.4pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,693 | $2,323+58.9% | $2,940+25.6% | $2,551+44.8% |
| Participant deferral / active EE | $10,550 | $3,972+165.6% | $4,917+114.6% | $4,139+154.9% |
| Admin fee / account holder | $15,789 | $10,249+54.0% | $12,439+26.9% | $7,234+118.2% |