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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 | $172,954 | $101,798+69.9% | $165,071+4.8% | $80,935+113.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.32% | 16.73%-3.4pp | 70.17%-56.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $7,099 | $2,954+140.3% | $4,347+63.3% | $2,757+157.5% |
| Participant deferral / active EE | $10,076 | $4,476+125.1% | $6,035+66.9% | $4,299+134.3% |
| Admin fee / account holder | $17,020 | $8,221+107.0% | $12,695+34.1% | $6,924+145.8% |