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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 | $148,723 | $76,371+94.7% | $93,621+58.9% | $72,975+103.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.01% | 25.82%+2.2pp | 32.76%-4.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $13,354 | $2,276+486.8% | $2,719+391.2% | $2,440+447.3% |
| Participant deferral / active EE | $7,734 | $3,538+118.6% | $4,070+90.0% | $3,608+114.4% |
| Admin fee / account holder | $27,523 | $6,839+302.4% | $7,890+248.8% | $5,124+437.1% |