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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 | $219,193 | $48,314+353.7% | $67,561+224.4% | $80,925+170.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.07% | 18.28%-1.2pp | 3525.44%-3508.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $12,583 | $2,022+522.3% | $2,735+360.1% | $2,756+356.5% |
| Participant deferral / active EE | $14,314 | $2,927+389.1% | $4,003+257.6% | $4,299+233.0% |
| Admin fee / account holder | $4,920 | $3,690+33.4% | $4,006+22.8% | $6,940-29.1% |