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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 | $215,455 | $136,860+57.4% | $120,344+79.0% | $154,746+39.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.32% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $7,008 | $3,533+98.4% | $3,020+132.0% | $4,379+60.0% |
| Participant deferral / active EE | $8,500 | $5,793+46.7% | $5,135+65.5% | $6,730+26.3% |
| Admin fee / account holder | $463 | $15,393-97.0% | $12,742-96.4% | $14,365-96.8% |