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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 | $86,938+60.2% | $102,423+36.0% | $80,925+72.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 41.27% | 18.89%+22.4pp | 29.42%+11.8pp | 35.65%+5.6pp |
| Employer contribution / active EE | $7,427 | $2,369+213.5% | $3,023+145.7% | $2,756+169.4% |
| Participant deferral / active EE | $10,826 | $4,120+162.8% | $5,054+114.2% | $4,299+151.9% |
| Admin fee / account holder | $8,962 | $8,053+11.3% | $9,455-5.2% | $6,940+29.1% |