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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 | $121,254 | $96,965+25.0% | $97,995+23.7% | $147,586-17.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.19% | 24.11%-1.9pp | 23.94%-1.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $10,322 | $4,536+127.5% | $4,158+148.2% | $4,876+111.7% |
| Participant deferral / active EE | $14,654 | $5,081+188.4% | $5,097+187.5% | $5,439+169.4% |
| Admin fee / account holder | $8,292 | $8,120+2.1% | $5,943+39.5% | $10,886-23.8% |