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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 | $183,196 | $105,284+74.0% | $150,734+21.5% | $94,015+94.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 12.16% | 15.67%-3.5pp | 600.81%-588.6pp | 17.84%-5.7pp |
| Employer contribution / active EE | $9,131 | $3,599+153.7% | $4,918+85.7% | $2,790+227.3% |
| Participant deferral / active EE | $11,317 | $4,274+164.8% | $5,610+101.7% | $4,249+166.3% |
| Admin fee / account holder | $4,529 | $9,839-54.0% | $14,905-69.6% | $8,951-49.4% |