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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 | $76,407+211.4% | $150,298+58.3% | $82,448+188.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.03% | 39.99%-17.0pp | 62.79%-39.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $18,627 | $2,614+612.6% | $4,154+348.4% | $2,551+630.2% |
| Participant deferral / active EE | $3,387 | $3,214+5.4% | $5,453-37.9% | $4,139-18.2% |
| Admin fee / account holder | $16,524 | $6,352+160.1% | $14,116+17.1% | $7,234+128.4% |