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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 | $208,745 | $78,707+165.2% | $117,861+77.1% | $70,126+197.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.28% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $8,464 | $2,223+280.6% | $3,786+123.5% | $2,343+261.3% |
| Participant deferral / active EE | $6,725 | $3,297+104.0% | $4,482+50.0% | $3,332+101.9% |
| Admin fee / account holder | $8,023 | $5,066+58.4% | $8,0210% | $4,645+72.7% |