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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 | $176,202 | $94,031+87.4% | $115,768+52.2% | $82,448+113.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 21.25% | 20.61%+0.6pp | 100.46%-79.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $7,500 | $2,323+222.8% | $2,940+155.1% | $2,551+194.0% |
| Participant deferral / active EE | $10,375 | $3,972+161.2% | $4,917+111.0% | $4,139+150.6% |
| Admin fee / account holder | $10,387 | $10,249+1.3% | $12,439-16.5% | $7,234+43.6% |