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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 | $199,557 | $106,524+87.3% | $152,301+31.0% | $87,485+128.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.05% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $4,663 | $3,371+38.3% | $4,624+0.8% | $2,596+79.6% |
| Participant deferral / active EE | $11,050 | $6,525+69.4% | $8,004+38.1% | $4,274+158.6% |
| Admin fee / account holder | $14,366 | $8,287+73.4% | $14,398-0.2% | $7,775+84.8% |