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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 | $198,537 | $109,359+81.5% | $162,185+22.4% | $72,976+172.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.11% | 25.46%+0.7pp | 115.61%-89.5pp | 81.02%-54.9pp |
| Employer contribution / active EE | $6,497 | $3,907+66.3% | $5,613+15.7% | $2,440+166.3% |
| Participant deferral / active EE | $14,645 | $5,481+167.2% | $7,297+100.7% | $3,608+305.9% |
| Admin fee / account holder | $4,188 | $7,972-47.5% | $10,844-61.4% | $5,124-18.3% |