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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 | $211,648 | $79,955+164.7% | $98,461+115.0% | $75,173+181.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.59% | 19.75%-6.2pp | 21.17%-7.6pp | 160.72%-147.1pp |
| Employer contribution / active EE | $8,537 | $2,264+277.1% | $3,049+180.0% | $2,671+219.6% |
| Participant deferral / active EE | $7,348 | $3,752+95.8% | $4,738+55.1% | $4,126+78.1% |
| Admin fee / account holder | $46,510 | $6,841+579.9% | $8,961+419.0% | $5,651+723.1% |