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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 | $226,504 | $81,446+178.1% | $103,374+119.1% | $80,874+180.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.30% | 25.57%-5.3pp | 24.89%-4.6pp | 35.62%-15.3pp |
| Employer contribution / active EE | $9,722 | $3,107+212.9% | $3,869+151.3% | $2,756+252.8% |
| Participant deferral / active EE | $7,373 | $3,870+90.5% | $5,058+45.8% | $4,297+71.6% |
| Admin fee / account holder | $744 | $6,715-88.9% | $8,394-91.1% | $6,935-89.3% |