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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 | $232,993 | $81,446+186.1% | $103,374+125.4% | $80,874+188.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.97% | 25.57%+0.4pp | 24.89%+1.1pp | 35.62%-9.6pp |
| Employer contribution / active EE | $7,021 | $3,107+126.0% | $3,869+81.5% | $2,756+154.8% |
| Participant deferral / active EE | $7,706 | $3,870+99.1% | $5,058+52.4% | $4,297+79.3% |
| Admin fee / account holder | $2,983 | $6,715-55.6% | $8,394-64.5% | $6,935-57.0% |