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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 | $236,641 | $110,248+114.6% | $95,728+147.2% | $139,456+69.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.32% | 27.16%+9.2pp | 28.40%+7.9pp | 373.45%-337.1pp |
| Employer contribution / active EE | $7,139 | $3,258+119.1% | $2,835+151.8% | $4,753+50.2% |
| Participant deferral / active EE | $3,315 | $4,675-29.1% | $4,245-21.9% | $6,711-50.6% |
| Admin fee / account holder | $755 | $6,607-88.6% | $5,673-86.7% | $11,407-93.4% |