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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 | $243,417 | $86,938+180.0% | $102,423+137.7% | $80,925+200.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.28% | 18.89%+1.4pp | 29.42%-9.1pp | 35.65%-15.4pp |
| Employer contribution / active EE | $9,259 | $2,369+290.8% | $3,023+206.3% | $2,756+235.9% |
| Participant deferral / active EE | $9,308 | $4,120+125.9% | $5,054+84.2% | $4,299+116.5% |
| Admin fee / account holder | $32,668 | $8,053+305.7% | $9,455+245.5% | $6,940+370.7% |