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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 | $247,226 | $124,425+98.7% | $112,040+120.7% | $137,256+80.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.20% | 24.72%+0.5pp | 24.52%+0.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $8,890 | $3,411+160.6% | $2,954+201.0% | $4,156+113.9% |
| Participant deferral / active EE | $32,425 | $5,718+467.0% | $5,098+536.1% | $6,407+406.1% |
| Admin fee / account holder | $53,700 | $15,207+253.1% | $12,098+343.9% | $12,270+337.6% |