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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 | $217,156 | $93,598+132.0% | $135,974+59.7% | $75,173+188.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.95% | 30.89%-9.9pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $8,985 | $3,538+154.0% | $4,859+84.9% | $2,671+236.4% |
| Participant deferral / active EE | $10,598 | $6,405+65.5% | $7,760+36.6% | $4,126+156.9% |
| Admin fee / account holder | $7,285 | $6,978+4.4% | $10,767-32.3% | $5,651+28.9% |