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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 | $178,838 | $94,529+89.2% | $140,019+27.7% | $64,173+178.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 10.41% | 7.77%+2.6pp | 651.17%-640.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $9,139 | $3,812+139.7% | $5,605+63.0% | $2,381+283.9% |
| Participant deferral / active EE | $11,263 | $5,250+114.5% | $6,927+62.6% | $3,470+224.6% |
| Admin fee / account holder | $4,462 | $6,741-33.8% | $10,705-58.3% | $4,887-8.7% |