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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 | $229,775 | $123,793+85.6% | $177,848+29.2% | $79,856+187.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.55% | 22.82%-5.3pp | 48.33%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,536 | $4,095+59.6% | $5,919+10.4% | $2,471+164.5% |
| Participant deferral / active EE | $10,112 | $5,956+69.8% | $7,714+31.1% | $3,741+170.3% |
| Admin fee / account holder | $22,702 | $7,243+213.5% | $12,431+82.6% | $5,306+327.8% |