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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 | $218,330 | $101,752+114.6% | $164,928+32.4% | $80,911+169.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.77% | 16.73%-2.0pp | 70.08%-55.3pp | 35.63%-20.9pp |
| Employer contribution / active EE | $4,110 | $2,953+39.2% | $4,343-5.4% | $2,756+49.1% |
| Participant deferral / active EE | $5,850 | $4,477+30.7% | $6,034-3.0% | $4,297+36.1% |
| Admin fee / account holder | $7,258 | $8,218-11.7% | $12,684-42.8% | $6,935+4.7% |