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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 | $99,875+144.2% | $146,866+66.1% | $86,983+180.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.66% | 28.10%-7.4pp | 102.85%-82.2pp | 25.83%-5.2pp |
| Employer contribution / active EE | $18,788 | $3,224+482.7% | $4,425+324.6% | $2,584+627.0% |
| Participant deferral / active EE | $15,235 | $6,322+141.0% | $7,759+96.3% | $4,194+263.3% |
| Admin fee / account holder | $16,329 | $7,838+108.3% | $13,620+19.9% | $7,856+107.9% |