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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 | $213,601 | $106,749+100.1% | $145,433+46.9% | $82,448+159.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.04% | 27.59%-10.6pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $9,299 | $3,444+170.0% | $4,554+104.2% | $2,551+264.5% |
| Participant deferral / active EE | $8,435 | $6,519+29.4% | $7,897+6.8% | $4,139+103.8% |
| Admin fee / account holder | $40,314 | $8,390+380.5% | $13,129+207.1% | $7,234+457.3% |