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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 | $226,555 | $97,550+132.2% | $120,344+88.3% | $87,485+159.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.24% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $8,172 | $2,291+256.7% | $3,020+170.6% | $2,596+214.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,956 | $9,543-16.6% | $12,742-37.6% | $7,775+2.3% |