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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 | $239,482 | $88,360+171.0% | $145,433+64.7% | $67,986+252.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 47.84% | 63.15%-15.3pp | 66.58%-18.7pp | 31.67%+16.2pp |
| Employer contribution / active EE | $26,403 | $3,054+764.5% | $4,554+479.7% | $2,019+1207.9% |
| Participant deferral / active EE | $14,438 | $5,932+143.4% | $7,897+82.8% | $3,358+330.0% |
| Admin fee / account holder | $13,847 | $3,313+317.9% | $13,129+5.5% | $3,203+332.3% |