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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 | $204,384 | $115,931+76.3% | $185,441+10.2% | $86,983+135.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 13.08% | 21.47%-8.4pp | 20.16%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $7,351 | $2,937+150.3% | $4,672+57.3% | $2,584+184.4% |
| Participant deferral / active EE | $5,784 | $4,551+27.1% | $6,152-6.0% | $4,194+37.9% |
| Admin fee / account holder | $32,001 | $10,687+199.4% | $17,890+78.9% | $7,856+307.3% |