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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 | $242,509 | $70,486+244.1% | $100,528+141.2% | $79,852+203.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 16.68% | 21.90%-5.2pp | 30.90%-14.2pp | 31.72%-15.0pp |
| Employer contribution / active EE | $7,286 | $2,165+236.6% | $3,419+113.1% | $2,471+194.9% |
| Participant deferral / active EE | $7,409 | $5,182+43.0% | $6,271+18.1% | $3,740+98.1% |
| Admin fee / account holder | $10,470 | $4,480+133.7% | $8,084+29.5% | $5,306+97.3% |