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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 | $186,744 | $87,834+112.6% | $133,975+39.4% | $62,881+197.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.60% | 12.05%-2.4pp | 29.29%-19.7pp | 20.14%-10.5pp |
| Employer contribution / active EE | $9,783 | $3,482+180.9% | $5,211+87.7% | $2,281+328.9% |
| Participant deferral / active EE | $16,157 | $4,812+235.8% | $6,282+157.2% | $3,203+404.4% |
| Admin fee / account holder | $3,759 | $5,372-30.0% | $9,324-59.7% | $4,296-12.5% |