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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 | $206,415 | $86,298+139.2% | $111,308+85.4% | $85,847+140.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.87% | 19.99%-2.1pp | 54.67%-36.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $3,385 | $2,044+65.6% | $2,732+23.9% | $2,565+31.9% |
| Participant deferral / active EE | $7,101 | $3,641+95.0% | $4,487+58.2% | $3,952+79.7% |
| Admin fee / account holder | $13,230 | $8,189+61.6% | $7,965+66.1% | $6,261+111.3% |