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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 | $235,847 | $201,370+17.1% | $184,256+28.0% | $145,897+61.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $20,295 | $7,024+188.9% | $6,427+215.8% | $4,663+335.3% |
| Participant deferral / active EE | $18,613 | $9,808+89.8% | $9,133+103.8% | $6,689+178.3% |
| Admin fee / account holder | $108,793 | $16,364+564.8% | $13,899+682.7% | $13,390+712.5% |