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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 | $237,057 | $76,551+209.7% | $123,894+91.3% | $62,881+277.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.91% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $10,807 | $2,882+274.9% | $4,617+134.1% | $2,281+373.8% |
| Participant deferral / active EE | $5,744 | $4,840+18.7% | $5,984-4.0% | $3,203+79.3% |
| Admin fee / account holder | $5,207 | $4,826+7.9% | $8,357-37.7% | $4,296+21.2% |