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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 | $101,798+109.9% | $165,071+29.5% | $80,935+164.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.69% | 16.73%-2.0pp | 70.17%-55.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $13,721 | $2,954+364.4% | $4,347+215.6% | $2,757+397.7% |
| Participant deferral / active EE | $21,747 | $4,476+385.8% | $6,035+260.3% | $4,299+405.8% |
| Admin fee / account holder | $48,865 | $8,221+494.4% | $12,695+284.9% | $6,924+605.7% |