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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 | $191,556 | $89,364+114.4% | $141,177+35.7% | $72,983+162.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.90% | 111.86%-88.0pp | 71.40%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $8,191 | $3,115+163.0% | $4,736+73.0% | $2,440+235.7% |
| Participant deferral / active EE | $9,707 | $5,419+79.1% | $6,710+44.7% | $3,608+169.1% |
| Admin fee / account holder | $19,190 | $5,959+222.0% | $10,263+87.0% | $5,124+274.5% |