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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 | $226,231 | $123,478+83.2% | $216,567+4.5% | $94,015+140.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 19.33% | 23.61%-4.3pp | 12.94%+6.4pp | 17.84%+1.5pp |
| Employer contribution / active EE | $7,418 | $3,136+136.6% | $5,216+42.2% | $2,790+165.9% |
| Participant deferral / active EE | $10,445 | $4,556+129.3% | $6,191+68.7% | $4,249+145.8% |
| Admin fee / account holder | $8,699 | $12,753-31.8% | $21,981-60.4% | $8,951-2.8% |