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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 | $110,281 | $93,617+17.8% | $135,982-18.9% | $75,177+46.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.83% | 30.89%+2.9pp | 68.32%-34.5pp | 160.75%-126.9pp |
| Employer contribution / active EE | $12,259 | $3,538+246.5% | $4,859+152.3% | $2,671+359.0% |
| Participant deferral / active EE | $13,724 | $6,406+114.2% | $7,760+76.9% | $4,126+232.6% |
| Admin fee / account holder | $834 | $6,980-88.1% | $10,767-92.3% | $5,651-85.2% |