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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 | $189,267 | $100,003+89.3% | $146,685+29.0% | $85,856+120.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.64% | 18.93%-2.3pp | 22.75%-6.1pp | 318.58%-301.9pp |
| Employer contribution / active EE | $16,275 | $2,559+535.9% | $4,137+293.4% | $2,565+534.4% |
| Participant deferral / active EE | $8,955 | $4,006+123.5% | $5,507+62.6% | $3,952+126.6% |
| Admin fee / account holder | $14,818 | $7,704+92.4% | $10,281+44.1% | $6,261+136.7% |