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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 | $209,386 | $143,969+45.4% | $199,883+4.8% | $82,637+153.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 27.25% | 25.67%+1.6pp | 43.81%-16.6pp | 53.51%-26.3pp |
| Employer contribution / active EE | $8,542 | $4,632+84.4% | $6,261+36.4% | $2,552+234.7% |
| Participant deferral / active EE | $11,365 | $6,937+63.8% | $9,138+24.4% | $4,126+175.4% |
| Admin fee / account holder | $2,968 | $14,597-79.7% | $17,268-82.8% | $7,339-59.6% |