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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 | $202,920 | $124,351+63.2% | $109,188+85.8% | $167,553+21.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.98% | 26.04%+8.9pp | 25.76%+9.2pp | 478.89%-443.9pp |
| Employer contribution / active EE | $6,500 | $4,210+54.4% | $3,723+74.6% | $4,840+34.3% |
| Participant deferral / active EE | $5,418 | $5,257+3.1% | $4,654+16.4% | $6,343-14.6% |
| Admin fee / account holder | $7,410 | $7,975-7.1% | $6,755+9.7% | $12,316-39.8% |