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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 | $162,541 | $110,137+47.6% | $161,149+0.9% | $82,637+96.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 21.39% | 20.69%+0.7pp | 21.16%+0.2pp | 53.51%-32.1pp |
| Employer contribution / active EE | $8,620 | $2,856+201.8% | $4,360+97.7% | $2,552+237.8% |
| Participant deferral / active EE | $6,738 | $4,575+47.3% | $6,153+9.5% | $4,126+63.3% |
| Admin fee / account holder | $39,794 | $9,467+320.4% | $15,194+161.9% | $7,339+442.2% |