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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 | $224,789 | $76,371+194.3% | $93,621+140.1% | $72,976+208.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $6,201 | $2,276+172.5% | $2,719+128.1% | $2,440+154.1% |
| Participant deferral / active EE | $8,034 | $3,538+127.1% | $4,070+97.4% | $3,608+122.7% |
| Admin fee / account holder | $9,913 | $6,839+44.9% | $7,890+25.6% | $5,124+93.5% |