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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 | $119,102 | $54,757+117.5% | $90,304+31.9% | $72,975+63.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.30% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $8,497 | $2,093+305.9% | $2,855+197.6% | $2,440+248.2% |
| Participant deferral / active EE | $10,262 | $2,887+255.4% | $3,885+164.1% | $3,608+184.4% |
| Admin fee / account holder | $5,552 | $3,973+39.7% | $5,354+3.7% | $5,124+8.3% |