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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 | $193,195 | $87,106+121.8% | $105,607+82.9% | $80,935+138.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.95% | 17.01%-1.1pp | 116.11%-100.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,760 | $2,396+56.9% | $3,167+18.7% | $2,757+36.4% |
| Participant deferral / active EE | $5,876 | $3,986+47.4% | $5,011+17.2% | $4,299+36.7% |
| Admin fee / account holder | $13,325 | $8,447+57.7% | $10,958+21.6% | $6,924+92.4% |