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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 | $179,375 | $106,524+68.4% | $152,301+17.8% | $87,485+105.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.62% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $5,406 | $3,371+60.3% | $4,624+16.9% | $2,596+108.2% |
| Participant deferral / active EE | $13,360 | $6,525+104.7% | $8,004+66.9% | $4,274+212.6% |
| Admin fee / account holder | $8,387 | $8,287+1.2% | $14,398-41.7% | $7,775+7.9% |