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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 | $212,162 | $109,359+94.0% | $162,185+30.8% | $72,976+190.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.75% | 25.46%-2.7pp | 115.61%-92.9pp | 81.02%-58.3pp |
| Employer contribution / active EE | $4,656 | $3,907+19.2% | $5,613-17.1% | $2,440+90.8% |
| Participant deferral / active EE | $12,705 | $5,481+131.8% | $7,297+74.1% | $3,608+252.2% |
| Admin fee / account holder | $1,279 | $7,972-84.0% | $10,844-88.2% | $5,124-75.0% |