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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 | $228,024 | $76,834+196.8% | $108,359+110.4% | $87,485+160.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 44.48% | 19.09%+25.4pp | 36.89%+7.6pp | 26.06%+18.4pp |
| Employer contribution / active EE | $8,774 | $1,556+463.8% | $2,399+265.7% | $2,596+238.0% |
| Participant deferral / active EE | $7,745 | $3,100+149.8% | $4,137+87.2% | $4,274+81.2% |
| Admin fee / account holder | $4,603 | $6,537-29.6% | $9,741-52.7% | $7,775-40.8% |