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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 | $110,278+114.6% | $95,740+147.2% | $139,466+69.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.32% | 27.19%+9.1pp | 28.41%+7.9pp | 373.66%-337.3pp |
| Employer contribution / active EE | $7,139 | $3,260+119.0% | $2,836+151.7% | $4,754+50.2% |
| Participant deferral / active EE | $3,315 | $4,674-29.1% | $4,244-21.9% | $6,712-50.6% |
| Admin fee / account holder | $755 | $6,613-88.6% | $5,676-86.7% | $11,409-93.4% |