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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 | $139,251 | $86,949+60.2% | $102,460+35.9% | $80,959+72.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 41.27% | 18.89%+22.4pp | 29.47%+11.8pp | 35.67%+5.6pp |
| Employer contribution / active EE | $7,427 | $2,370+213.4% | $3,025+145.5% | $2,757+169.4% |
| Participant deferral / active EE | $10,826 | $4,121+162.7% | $5,056+114.1% | $4,300+151.8% |
| Admin fee / account holder | $8,962 | $8,048+11.4% | $9,460-5.3% | $6,925+29.4% |