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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 | $210,729 | $106,749+97.4% | $145,433+44.9% | $82,448+155.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $12,874 | $3,444+273.8% | $4,554+182.7% | $2,551+404.7% |
| Participant deferral / active EE | $10,717 | $6,519+64.4% | $7,897+35.7% | $4,139+158.9% |
| Admin fee / account holder | $75,196 | $8,390+796.3% | $13,129+472.7% | $7,234+939.4% |