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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 | $229,682 | $123,793+85.5% | $177,840+29.2% | $79,852+187.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.48% | 22.82%-0.3pp | 48.32%-25.8pp | 31.72%-9.2pp |
| Employer contribution / active EE | $18,723 | $4,095+357.2% | $5,919+216.3% | $2,471+657.7% |
| Participant deferral / active EE | $9,764 | $5,956+63.9% | $7,714+26.6% | $3,740+161.0% |
| Admin fee / account holder | $24,569 | $7,243+239.2% | $12,431+97.7% | $5,306+363.0% |