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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 | $229,241 | $63,365+261.8% | $91,994+149.2% | $72,975+214.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.59% | 35.35%-8.8pp | 69.04%-42.5pp | 81.01%-54.4pp |
| Employer contribution / active EE | $6,886 | $2,116+225.5% | $3,453+99.4% | $2,440+182.2% |
| Participant deferral / active EE | $8,691 | $4,883+78.0% | $5,924+46.7% | $3,608+140.9% |
| Admin fee / account holder | $14,226 | $4,670+204.7% | $7,744+83.7% | $5,124+177.6% |