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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 | $162,754 | $83,485+95.0% | $125,192+30.0% | $72,975+123.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.62% | 25.77%-3.1pp | 43.79%-21.2pp | 81.01%-58.4pp |
| Employer contribution / active EE | $11,808 | $2,346+403.4% | $3,866+205.4% | $2,440+383.9% |
| Participant deferral / active EE | $7,728 | $3,586+115.5% | $4,937+56.5% | $3,608+114.2% |
| Admin fee / account holder | $9,823 | $5,518+78.0% | $9,704+1.2% | $5,124+91.7% |