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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 | $184,543 | $106,749+72.9% | $145,433+26.9% | $82,448+123.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.66% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $9,234 | $3,444+168.1% | $4,554+102.7% | $2,551+262.0% |
| Participant deferral / active EE | $7,827 | $6,519+20.1% | $7,897-0.9% | $4,139+89.1% |
| Admin fee / account holder | $10,959 | $8,390+30.6% | $13,129-16.5% | $7,234+51.5% |