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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 | $209,565 | $101,795+105.9% | $165,100+26.9% | $80,959+158.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.41% | 16.73%+0.7pp | 70.21%-52.8pp | 35.67%-18.3pp |
| Employer contribution / active EE | $7,145 | $2,954+141.9% | $4,348+64.3% | $2,757+159.1% |
| Participant deferral / active EE | $12,767 | $4,476+185.2% | $6,035+111.5% | $4,300+196.9% |
| Admin fee / account holder | $7,352 | $8,221-10.6% | $12,696-42.1% | $6,925+6.2% |