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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 | $150,898 | $123,478+22.2% | $216,567-30.3% | $94,015+60.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 25.44% | 23.61%+1.8pp | 12.94%+12.5pp | 17.84%+7.6pp |
| Employer contribution / active EE | $11,020 | $3,136+251.5% | $5,216+111.3% | $2,790+295.0% |
| Participant deferral / active EE | $13,576 | $4,556+198.0% | $6,191+119.3% | $4,249+219.5% |
| Admin fee / account holder | $26,245 | $12,753+105.8% | $21,981+19.4% | $8,951+193.2% |