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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 | $181,891 | $83,485+117.9% | $125,195+45.3% | $72,976+149.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 27.14% | 25.77%+1.4pp | 43.79%-16.7pp | 81.02%-53.9pp |
| Employer contribution / active EE | $5,635 | $2,346+140.2% | $3,866+45.7% | $2,440+130.9% |
| Participant deferral / active EE | $5,920 | $3,586+65.1% | $4,937+19.9% | $3,608+64.1% |
| Admin fee / account holder | $10,707 | $5,518+94.0% | $9,704+10.3% | $5,124+108.9% |