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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 | $181,918 | $73,981+145.9% | $105,754+72.0% | $62,881+189.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.29% | 17.60%-10.3pp | 12.25%-5.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $10,483 | $2,856+267.0% | $4,079+157.0% | $2,281+359.6% |
| Participant deferral / active EE | $5,976 | $4,038+48.0% | $5,326+12.2% | $3,203+86.6% |
| Admin fee / account holder | $8,553 | $5,976+43.1% | $8,309+2.9% | $4,296+99.1% |