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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 | $154,340 | $56,894+171.3% | $84,753+82.1% | $62,881+145.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.16% | 6.30%+7.9pp | 22.78%-8.6pp | 20.14%-6.0pp |
| Employer contribution / active EE | $12,608 | $2,400+425.4% | $3,574+252.7% | $2,281+452.8% |
| Participant deferral / active EE | $8,364 | $2,709+208.7% | $3,712+125.3% | $3,203+161.1% |
| Admin fee / account holder | $6,792 | $3,581+89.7% | $5,333+27.4% | $4,296+58.1% |