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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 | $132,986 | $76,112+74.7% | $96,544+37.7% | $71,529+85.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.76% | 22.80%-2.0pp | 25.88%-5.1pp | 28.97%-8.2pp |
| Employer contribution / active EE | $6,686 | $2,248+197.4% | $2,966+125.4% | $2,590+158.2% |
| Participant deferral / active EE | $5,245 | $4,217+24.4% | $4,851+8.1% | $4,291+22.2% |
| Admin fee / account holder | $14,959 | $2,708+452.3% | $8,254+81.2% | $1,588+841.7% |