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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 | $237,906 | $86,050+176.5% | $189,758+25.4% | $94,015+153.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 23.03% | 17.77%+5.3pp | 52.62%-29.6pp | 17.84%+5.2pp |
| Employer contribution / active EE | $18,627 | $2,819+560.7% | $4,767+290.8% | $2,790+567.6% |
| Participant deferral / active EE | $3,387 | $3,349+1.1% | $5,856-42.2% | $4,249-20.3% |
| Admin fee / account holder | $16,524 | $6,627+149.4% | $20,388-18.9% | $8,951+84.6% |