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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 | $216,302 | $123,793+74.7% | $177,840+21.6% | $79,852+170.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.70% | 22.82%-6.1pp | 48.32%-31.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $14,581 | $4,095+256.0% | $5,919+146.4% | $2,471+490.0% |
| Participant deferral / active EE | $12,303 | $5,956+106.6% | $7,714+59.5% | $3,740+228.9% |
| Admin fee / account holder | $15,263 | $7,243+110.7% | $12,431+22.8% | $5,306+187.6% |