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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 | $215,528 | $86,050+150.5% | $189,758+13.6% | $94,015+129.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 18.07% | 17.77%+0.3pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $7,813 | $2,819+177.1% | $4,767+63.9% | $2,790+180.0% |
| Participant deferral / active EE | $5,747 | $3,349+71.6% | $5,856-1.9% | $4,249+35.2% |
| Admin fee / account holder | $1,419 | $6,627-78.6% | $20,388-93.0% | $8,951-84.1% |