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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 | $213,705 | $101,778+110.0% | $164,975+29.5% | $80,925+164.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.69% | 16.73%-2.0pp | 70.12%-55.4pp | 35.65%-21.0pp |
| Employer contribution / active EE | $13,721 | $2,954+364.5% | $4,343+216.0% | $2,756+397.8% |
| Participant deferral / active EE | $21,747 | $4,477+385.8% | $6,033+260.4% | $4,299+405.9% |
| Admin fee / account holder | $48,865 | $8,221+494.4% | $12,688+285.1% | $6,940+604.1% |