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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 | $87,250 | $65,696+32.8% | $56,429+54.6% | $147,586-40.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 18.43% | 13.32%+5.1pp | 19.04%-0.6pp | 578.59%-560.2pp |
| Employer contribution / active EE | $8,044 | $4,121+95.2% | $3,405+136.3% | $4,876+65.0% |
| Participant deferral / active EE | $11,977 | $4,876+145.6% | $3,951+203.1% | $5,439+120.2% |
| Admin fee / account holder | $10,528 | $5,947+77.0% | $4,466+135.7% | $10,886-3.3% |