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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 | $231,641 | $93,617+147.4% | $135,982+70.3% | $75,177+208.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.80% | 30.89%-2.1pp | 68.32%-39.5pp | 160.75%-131.9pp |
| Employer contribution / active EE | $4,276 | $3,538+20.8% | $4,859-12.0% | $2,671+60.1% |
| Participant deferral / active EE | $12,262 | $6,406+91.4% | $7,760+58.0% | $4,126+197.2% |
| Admin fee / account holder | $8,605 | $6,980+23.3% | $10,767-20.1% | $5,651+52.3% |