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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 | $227,529 | $77,358+194.1% | $102,184+122.7% | $87,485+160.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 14.92% | 41.11%-26.2pp | 31.58%-16.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $7,183 | $2,562+180.4% | $3,594+99.9% | $2,596+176.7% |
| Participant deferral / active EE | $7,739 | $6,753+14.6% | $8,309-6.9% | $4,274+81.1% |
| Admin fee / account holder | $20,504 | $6,809+201.1% | $11,609+76.6% | $7,775+163.7% |