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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 | $161,732 | $54,763+195.3% | $90,324+79.1% | $72,976+121.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.15%-54.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $14,684 | $2,093+601.5% | $2,856+414.2% | $2,440+501.8% |
| Participant deferral / active EE | $12,275 | $2,887+325.1% | $3,885+215.9% | $3,608+240.2% |
| Admin fee / account holder | $12,740 | $3,973+220.6% | $5,356+137.9% | $5,124+148.6% |