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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 | $195,003 | $81,476+139.3% | $102,383+90.5% | $80,925+141.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 25.10% | 25.59%-0.5pp | 24.94%+0.2pp | 35.65%-10.6pp |
| Employer contribution / active EE | $11,454 | $3,105+268.9% | $3,870+195.9% | $2,756+315.6% |
| Participant deferral / active EE | $10,986 | $3,871+183.8% | $5,060+117.1% | $4,299+155.6% |
| Admin fee / account holder | $7,551 | $6,717+12.4% | $8,391-10.0% | $6,940+8.8% |