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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 | $203,702 | $97,125+109.7% | $86,233+136.2% | $137,256+48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.35% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,651 | $2,841+63.7% | $2,504+85.7% | $4,156+11.9% |
| Participant deferral / active EE | $17,950 | $5,180+246.5% | $4,559+293.7% | $6,407+180.2% |
| Admin fee / account holder | $18,738 | $9,725+92.7% | $8,342+124.6% | $12,270+52.7% |