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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 | $79,614 | $315,200-74.7% | $238,191-66.6% | $155,188-48.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 17.84% | 10.25%+7.6pp | 13.02%+4.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $12,819 | $6,383+100.8% | $5,082+152.3% | $4,248+201.8% |
| Participant deferral / active EE | $14,737 | $8,044+83.2% | $6,726+119.1% | $6,531+125.6% |
| Admin fee / account holder | $3,814 | $48,031-92.1% | $34,582-89.0% | $14,480-73.7% |