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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 | $78,197+191.0% | $98,090+132.0% | $82,637+175.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 14.92% | 40.25%-25.3pp | 37.05%-22.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $7,183 | $2,605+175.8% | $3,606+99.2% | $2,552+181.4% |
| Participant deferral / active EE | $7,739 | $6,636+16.6% | $7,845-1.3% | $4,126+87.6% |
| Admin fee / account holder | $20,504 | $14,832+38.2% | $11,815+73.5% | $7,339+179.4% |