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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 | $212,422 | $77,492+174.1% | $100,398+111.6% | $80,911+162.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.62% | 37.23%-22.6pp | 49.32%-34.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $7,016 | $2,800+150.5% | $3,946+77.8% | $2,756+154.6% |
| Participant deferral / active EE | $8,365 | $6,817+22.7% | $8,084+3.5% | $4,297+94.7% |
| Admin fee / account holder | $14,169 | $5,892+140.5% | $7,893+79.5% | $6,935+104.3% |