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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 | $143,759 | $88,042+63.3% | $138,135+4.1% | $79,856+80.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 15.60% | 20.58%-5.0pp | 20.51%-4.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $11,685 | $3,103+276.5% | $5,587+109.2% | $2,471+372.8% |
| Participant deferral / active EE | $17,267 | $4,704+267.0% | $6,431+168.5% | $3,741+361.6% |
| Admin fee / account holder | $8,085 | $7,791+3.8% | $11,856-31.8% | $5,306+52.4% |