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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 | $218,258 | $86,938+151.1% | $102,423+113.1% | $80,925+169.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.45% | 18.89%-7.4pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,715 | $2,369+56.8% | $3,023+22.9% | $2,756+34.8% |
| Participant deferral / active EE | $10,268 | $4,120+149.2% | $5,054+103.2% | $4,299+138.9% |
| Admin fee / account holder | $2,091 | $8,053-74.0% | $9,455-77.9% | $6,940-69.9% |