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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 | $224,895 | $87,106+158.2% | $105,607+113.0% | $80,935+177.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.67% | 17.01%-1.3pp | 116.11%-100.4pp | 35.66%-20.0pp |
| Employer contribution / active EE | $7,337 | $2,396+206.2% | $3,167+131.7% | $2,757+166.2% |
| Participant deferral / active EE | $8,483 | $3,986+112.8% | $5,011+69.3% | $4,299+97.3% |
| Admin fee / account holder | $31,997 | $8,447+278.8% | $10,958+192.0% | $6,924+362.1% |