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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 | $81,476+161.8% | $102,383+108.4% | $80,925+163.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 18.02% | 25.59%-7.6pp | 24.94%-6.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,923 | $3,105-5.9% | $3,870-24.5% | $2,756+6.0% |
| Participant deferral / active EE | $8,893 | $3,871+129.7% | $5,060+75.8% | $4,299+106.9% |
| Admin fee / account holder | $13,741 | $6,717+104.5% | $8,391+63.7% | $6,940+98.0% |