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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 | $122,661 | $81,476+50.5% | $102,383+19.8% | $80,925+51.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 32.83% | 25.59%+7.2pp | 24.94%+7.9pp | 35.65%-2.8pp |
| Employer contribution / active EE | $8,041 | $3,105+159.0% | $3,870+107.8% | $2,756+191.7% |
| Participant deferral / active EE | $3,289 | $3,871-15.0% | $5,060-35.0% | $4,299-23.5% |
| Admin fee / account holder | $10,485 | $6,717+56.1% | $8,391+24.9% | $6,940+51.1% |