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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 | $240,567 | $93,589+157.0% | $135,942+77.0% | $75,181+220.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 37.11% | 30.90%+6.2pp | 68.28%-31.2pp | 160.69%-123.6pp |
| Employer contribution / active EE | $8,044 | $3,537+127.4% | $4,858+65.6% | $2,671+201.2% |
| Participant deferral / active EE | $5,657 | $6,405-11.7% | $7,759-27.1% | $4,126+37.1% |
| Admin fee / account holder | $352 | $6,977-95.0% | $10,764-96.7% | $5,650-93.8% |