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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 | $229,495 | $95,453+140.4% | $112,040+104.8% | $82,448+178.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.39% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $9,353 | $2,318+303.6% | $2,954+216.6% | $2,551+266.7% |
| Participant deferral / active EE | $7,203 | $4,224+70.5% | $5,098+41.3% | $4,139+74.0% |
| Admin fee / account holder | $28,137 | $9,013+212.2% | $12,098+132.6% | $7,234+288.9% |