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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 | $240,731 | $145,431+65.5% | $211,142+14.0% | $87,485+175.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.28% | 27.21%-8.9pp | 46.84%-28.6pp | 26.06%-7.8pp |
| Employer contribution / active EE | $8,201 | $4,662+75.9% | $6,442+27.3% | $2,596+215.9% |
| Participant deferral / active EE | $10,708 | $6,859+56.1% | $9,284+15.3% | $4,274+150.6% |
| Admin fee / account holder | $3,386 | $17,052-80.1% | $19,076-82.3% | $7,775-56.5% |