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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 | $153,755 | $91,559+67.9% | $133,978+14.8% | $79,856+92.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 27.36% | 61.85%-34.5pp | 45.10%-17.7pp | 31.71%-4.4pp |
| Employer contribution / active EE | $8,595 | $2,384+260.5% | $3,919+119.3% | $2,471+247.8% |
| Participant deferral / active EE | $6,329 | $3,734+69.5% | $5,047+25.4% | $3,741+69.2% |
| Admin fee / account holder | $6,910 | $6,321+9.3% | $8,930-22.6% | $5,306+30.2% |