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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 | $193,033 | $83,485+131.2% | $125,192+54.2% | $72,975+164.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.51% | 25.77%-5.3pp | 43.79%-23.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,576 | $2,346+9.8% | $3,866-33.4% | $2,440+5.6% |
| Participant deferral / active EE | $12,213 | $3,586+240.5% | $4,937+147.4% | $3,608+238.5% |
| Admin fee / account holder | $8,623 | $5,518+56.3% | $9,704-11.1% | $5,124+68.3% |