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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 | $230,389 | $109,359+110.7% | $162,177+42.1% | $72,975+215.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.29% | 25.46%+1.8pp | 115.60%-88.3pp | 81.01%-53.7pp |
| Employer contribution / active EE | $14,571 | $3,907+272.9% | $5,613+159.6% | $2,440+497.2% |
| Participant deferral / active EE | $12,265 | $5,481+123.8% | $7,297+68.1% | $3,608+240.0% |
| Admin fee / account holder | $2,340 | $7,972-70.6% | $10,843-78.4% | $5,124-54.3% |