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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 | $151,895 | $123,793+22.7% | $177,848-14.6% | $79,856+90.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.44% | 22.82%-2.4pp | 48.33%-27.9pp | 31.71%-11.3pp |
| Employer contribution / active EE | $7,919 | $4,095+93.4% | $5,919+33.8% | $2,471+220.4% |
| Participant deferral / active EE | $9,346 | $5,956+56.9% | $7,714+21.2% | $3,741+149.9% |
| Admin fee / account holder | $3,749 | $7,243-48.2% | $12,431-69.8% | $5,306-29.4% |