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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 | $114,712+100.7% | $173,730+32.5% | $87,485+163.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 13.94% | 20.18%-6.2pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $11,751 | $2,904+304.7% | $4,577+156.7% | $2,596+352.6% |
| Participant deferral / active EE | $8,006 | $4,642+72.5% | $6,326+26.5% | $4,274+87.3% |
| Admin fee / account holder | $26,158 | $10,210+156.2% | $17,523+49.3% | $7,775+236.4% |