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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 | $248,662 | $98,776+151.7% | $149,745+66.1% | $79,856+211.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.95% | 27.38%+0.6pp | 276.72%-248.8pp | 31.71%-3.8pp |
| Employer contribution / active EE | $3,701 | $3,217+15.0% | $4,646-20.3% | $2,471+49.7% |
| Participant deferral / active EE | $10,597 | $5,681+86.5% | $6,843+54.9% | $3,741+183.3% |
| Admin fee / account holder | $13,949 | $6,053+130.5% | $9,312+49.8% | $5,306+162.9% |