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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 | $209,895 | $149,679+40.2% | $117,039+79.3% | $147,586+42.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.96% | 19.31%+2.6pp | 18.95%+3.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $9,309 | $4,937+88.6% | $3,785+146.0% | $4,876+90.9% |
| Participant deferral / active EE | $8,223 | $4,912+67.4% | $3,929+109.3% | $5,439+51.2% |
| Admin fee / account holder | $3,664 | $7,856-53.4% | $5,974-38.7% | $10,886-66.3% |