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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 | $212,506 | $146,267+45.3% | $197,124+7.8% | $82,448+157.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.07% | 29.61%-10.5pp | 44.34%-25.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $18,584 | $4,723+293.5% | $6,227+198.4% | $2,551+628.5% |
| Participant deferral / active EE | $20,092 | $7,035+185.6% | $9,135+120.0% | $4,139+385.4% |
| Admin fee / account holder | $2,029 | $14,422-85.9% | $16,298-87.6% | $7,234-72.0% |