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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 | $194,697 | $77,816+150.2% | $123,552+57.6% | $64,173+203.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.16% | 12.49%-2.3pp | 119.20%-109.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $4,669 | $3,014+54.9% | $4,628+0.9% | $2,381+96.1% |
| Participant deferral / active EE | $6,116 | $5,240+16.7% | $6,426-4.8% | $3,470+76.3% |
| Admin fee / account holder | $20,110 | $5,519+264.4% | $9,285+116.6% | $4,887+311.5% |