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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 | $204,408 | $143,969+42.0% | $199,883+2.3% | $82,637+147.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 18.32% | 25.67%-7.4pp | 43.81%-25.5pp | 53.51%-35.2pp |
| Employer contribution / active EE | $13,929 | $4,632+200.7% | $6,261+122.5% | $2,552+445.8% |
| Participant deferral / active EE | $12,354 | $6,937+78.1% | $9,138+35.2% | $4,126+199.4% |
| Admin fee / account holder | $11,973 | $14,597-18.0% | $17,268-30.7% | $7,339+63.1% |