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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 | $186,735 | $81,476+129.2% | $102,383+82.4% | $80,925+130.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 22.39% | 25.59%-3.2pp | 24.94%-2.5pp | 35.65%-13.3pp |
| Employer contribution / active EE | $8,019 | $3,105+158.3% | $3,870+107.2% | $2,756+190.9% |
| Participant deferral / active EE | $9,729 | $3,871+151.3% | $5,060+92.3% | $4,299+126.3% |
| Admin fee / account holder | $2,007 | $6,717-70.1% | $8,391-76.1% | $6,940-71.1% |