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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 | $81,504+177.9% | $102,437+121.1% | $80,959+179.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.30% | 25.60%-5.3pp | 24.95%-4.6pp | 35.67%-15.4pp |
| Employer contribution / active EE | $9,722 | $3,104+213.3% | $3,871+151.2% | $2,757+252.6% |
| Participant deferral / active EE | $7,373 | $3,871+90.5% | $5,060+45.7% | $4,300+71.5% |
| Admin fee / account holder | $744 | $6,719-88.9% | $8,388-91.1% | $6,925-89.3% |