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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 | $233,255 | $59,328+293.2% | $118,946+96.1% | $73,493+217.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 18.42% | 19.13%-0.7pp | 35.89%-17.5pp | 28.51%-10.1pp |
| Employer contribution / active EE | $6,961 | $1,803+286.0% | $3,263+113.3% | $2,270+206.6% |
| Participant deferral / active EE | $5,047 | $2,604+93.8% | $4,266+18.3% | $3,740+35.0% |
| Admin fee / account holder | $6,050 | $600+907.8% | $6,581-8.1% | $513+1079.1% |