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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 | $224,108 | $67,602+231.5% | $82,312+172.3% | $70,126+219.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.50% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.7pp |
| Employer contribution / active EE | $6,162 | $1,755+251.1% | $2,428+153.8% | $2,343+163.1% |
| Participant deferral / active EE | $15,619 | $2,987+422.9% | $3,706+321.4% | $3,332+368.8% |
| Admin fee / account holder | $16,248 | $4,512+260.1% | $5,608+189.7% | $4,645+249.8% |