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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 | $201,247 | $77,817+158.6% | $123,553+62.9% | $64,173+213.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.60% | 12.49%-1.9pp | 119.21%-108.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,753 | $3,014+24.5% | $4,628-18.9% | $2,381+57.6% |
| Participant deferral / active EE | $6,196 | $5,240+18.2% | $6,426-3.6% | $3,470+78.6% |
| Admin fee / account holder | $6,027 | $5,519+9.2% | $9,284-35.1% | $4,887+23.3% |