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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 | $230,235 | $110,137+109.0% | $161,149+42.9% | $82,637+178.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.94% | 20.69%-6.7pp | 21.16%-7.2pp | 53.51%-39.6pp |
| Employer contribution / active EE | $11,751 | $2,856+311.5% | $4,360+169.5% | $2,552+360.5% |
| Participant deferral / active EE | $8,006 | $4,575+75.0% | $6,153+30.1% | $4,126+94.0% |
| Admin fee / account holder | $26,158 | $9,467+176.3% | $15,194+72.2% | $7,339+256.4% |