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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 | $210,014 | $88,370+137.7% | $112,977+85.9% | $79,856+163.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 15.80% | 23.16%-7.4pp | 24.24%-8.4pp | 31.71%-15.9pp |
| Employer contribution / active EE | $8,344 | $3,398+145.6% | $4,255+96.1% | $2,471+237.7% |
| Participant deferral / active EE | $8,938 | $4,536+97.1% | $5,836+53.2% | $3,741+138.9% |
| Admin fee / account holder | $8,147 | $5,750+41.7% | $6,294+29.5% | $5,306+53.5% |