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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 | $198,167 | $97,550+103.1% | $120,344+64.7% | $87,485+126.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.09% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $11,363 | $2,291+396.0% | $3,020+276.3% | $2,596+337.7% |
| Participant deferral / active EE | $3,655 | $4,230-13.6% | $5,135-28.8% | $4,274-14.5% |
| Admin fee / account holder | $14,080 | $9,543+47.5% | $12,742+10.5% | $7,775+81.1% |