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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 | $243,872 | $106,524+128.9% | $152,301+60.1% | $87,485+178.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.66% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $18,788 | $3,371+457.3% | $4,624+306.3% | $2,596+623.7% |
| Participant deferral / active EE | $15,235 | $6,525+133.5% | $8,004+90.3% | $4,274+256.5% |
| Admin fee / account holder | $16,329 | $8,287+97.1% | $14,398+13.4% | $7,775+110.0% |