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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 | $167,315 | $86,938+92.5% | $102,423+63.4% | $80,925+106.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.99% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $5,461 | $2,369+130.5% | $3,023+80.6% | $2,756+98.1% |
| Participant deferral / active EE | $8,050 | $4,120+95.4% | $5,054+59.3% | $4,299+87.3% |
| Admin fee / account holder | $13,437 | $8,053+66.9% | $9,455+42.1% | $6,940+93.6% |