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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 | $207,631 | $99,994+107.6% | $146,643+41.6% | $85,847+141.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.42% | 18.93%+3.5pp | 22.75%-0.3pp | 318.61%-296.2pp |
| Employer contribution / active EE | $6,034 | $2,559+135.8% | $4,137+45.9% | $2,565+135.2% |
| Participant deferral / active EE | $3,105 | $4,006-22.5% | $5,506-43.6% | $3,952-21.4% |
| Admin fee / account holder | $24,785 | $7,703+221.8% | $10,280+141.1% | $6,261+295.9% |