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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 | $231,740 | $138,385+67.5% | $184,243+25.8% | $80,925+186.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.75% | 20.02%-4.3pp | 28.82%-13.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $6,958 | $4,851+43.5% | $6,427+8.3% | $2,756+152.5% |
| Participant deferral / active EE | $5,406 | $7,075-23.6% | $9,132-40.8% | $4,299+25.8% |
| Admin fee / account holder | $8,018 | $10,489-23.6% | $13,914-42.4% | $6,940+15.5% |