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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 | $218,886 | $80,992+170.3% | $96,534+126.7% | $75,173+191.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.16% | 27.05%-3.9pp | 25.88%-2.7pp | 160.72%-137.6pp |
| Employer contribution / active EE | $8,819 | $2,283+286.4% | $2,965+197.4% | $2,671+230.2% |
| Participant deferral / active EE | $9,889 | $3,929+151.7% | $4,851+103.8% | $4,126+139.6% |
| Admin fee / account holder | $6,284 | $6,717-6.4% | $8,253-23.9% | $5,651+11.2% |