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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 | $231,884 | $89,259+159.8% | $107,187+116.3% | $82,637+180.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 30.95% | 21.02%+9.9pp | 204.55%-173.6pp | 53.51%-22.6pp |
| Employer contribution / active EE | $6,655 | $3,080+116.1% | $3,782+75.9% | $2,552+160.7% |
| Participant deferral / active EE | $5,024 | $4,037+24.4% | $5,096-1.4% | $4,126+21.8% |
| Admin fee / account holder | $3,792 | $7,381-48.6% | $9,162-58.6% | $7,339-48.3% |