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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 | $108,825+107.9% | $156,181+44.9% | $82,448+174.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.33% | 20.59%-1.3pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $7,418 | $2,870+158.5% | $4,294+72.8% | $2,551+190.8% |
| Participant deferral / active EE | $10,445 | $4,577+128.2% | $6,132+70.3% | $4,139+152.3% |
| Admin fee / account holder | $8,699 | $9,341-6.9% | $14,586-40.4% | $7,234+20.3% |