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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 | $217,499 | $79,961+172.0% | $98,462+120.9% | $75,177+189.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.92% | 19.75%-4.8pp | 21.17%-6.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $12,901 | $2,264+469.8% | $3,049+323.1% | $2,671+383.0% |
| Participant deferral / active EE | $8,240 | $3,753+119.6% | $4,738+73.9% | $4,126+99.7% |
| Admin fee / account holder | $8,115 | $6,842+18.6% | $8,875-8.6% | $5,651+43.6% |