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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 | $182,768 | $101,778+79.6% | $164,975+10.8% | $80,925+125.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 23.88% | 16.73%+7.2pp | 70.12%-46.2pp | 35.65%-11.8pp |
| Employer contribution / active EE | $4,571 | $2,954+54.8% | $4,343+5.3% | $2,756+65.8% |
| Participant deferral / active EE | $7,408 | $4,477+65.5% | $6,033+22.8% | $4,299+72.3% |
| Admin fee / account holder | $30,653 | $8,221+272.8% | $12,688+141.6% | $6,940+341.7% |