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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 | $235,941 | $123,793+90.6% | $177,848+32.7% | $79,856+195.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.58% | 22.82%-1.2pp | 48.33%-26.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $7,896 | $4,095+92.8% | $5,919+33.4% | $2,471+219.5% |
| Participant deferral / active EE | $14,679 | $5,956+146.5% | $7,714+90.3% | $3,741+292.4% |
| Admin fee / account holder | $11,564 | $7,243+59.7% | $12,431-7.0% | $5,306+117.9% |