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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 | $207,443 | $86,288+140.4% | $111,306+86.4% | $85,851+141.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.47% | 19.99%-7.5pp | 54.67%-42.2pp | 318.63%-306.2pp |
| Employer contribution / active EE | $6,342 | $2,044+210.3% | $2,732+132.2% | $2,565+147.2% |
| Participant deferral / active EE | $6,481 | $3,641+78.0% | $4,488+44.4% | $3,952+64.0% |
| Admin fee / account holder | $14,163 | $8,189+72.9% | $7,966+77.8% | $6,261+126.2% |