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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 | $86,919+151.1% | $102,457+113.0% | $80,911+169.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 18.90%-7.4pp | 29.41%-18.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $3,715 | $2,368+56.8% | $3,022+22.9% | $2,756+34.8% |
| Participant deferral / active EE | $10,268 | $4,119+149.3% | $5,054+103.2% | $4,297+139.0% |
| Admin fee / account holder | $2,091 | $8,049-74.0% | $9,451-77.9% | $6,935-69.8% |