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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 | $213,319 | $81,446+161.9% | $103,374+106.4% | $80,874+163.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.02% | 25.57%-7.5pp | 24.89%-6.9pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,923 | $3,107-5.9% | $3,869-24.5% | $2,756+6.1% |
| Participant deferral / active EE | $8,893 | $3,870+129.8% | $5,058+75.8% | $4,297+107.0% |
| Admin fee / account holder | $13,741 | $6,715+104.6% | $8,394+63.7% | $6,935+98.1% |