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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 | $223,350 | $109,359+104.2% | $162,185+37.7% | $72,976+206.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.08% | 25.46%-6.4pp | 115.61%-96.5pp | 81.02%-61.9pp |
| Employer contribution / active EE | $8,672 | $3,907+121.9% | $5,613+54.5% | $2,440+255.4% |
| Participant deferral / active EE | $13,530 | $5,481+146.8% | $7,297+85.4% | $3,608+275.0% |
| Admin fee / account holder | $16,320 | $7,972+104.7% | $10,844+50.5% | $5,124+218.5% |