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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 | $97,648+80.4% | $121,663+44.8% | $87,485+101.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 21.25% | 18.03%+3.2pp | 147.54%-126.3pp | 26.06%-4.8pp |
| Employer contribution / active EE | $7,500 | $2,300+226.0% | $3,020+148.4% | $2,596+188.9% |
| Participant deferral / active EE | $10,375 | $3,923+164.4% | $4,887+112.3% | $4,274+142.8% |
| Admin fee / account holder | $10,387 | $11,100-6.4% | $14,289-27.3% | $7,775+33.6% |