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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 | $217,133 | $125,797+72.6% | $170,043+27.7% | $75,173+188.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.07% | 27.20%-8.1pp | 53.40%-34.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $16,391 | $4,616+255.1% | $6,790+141.4% | $2,671+513.7% |
| Participant deferral / active EE | $14,469 | $6,838+111.6% | $10,410+39.0% | $4,126+250.7% |
| Admin fee / account holder | $18,412 | $8,177+125.2% | $12,824+43.6% | $5,651+225.8% |