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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 | $97,550+135.3% | $120,344+90.7% | $87,485+162.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.39% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $9,353 | $2,291+308.3% | $3,020+209.7% | $2,596+260.3% |
| Participant deferral / active EE | $7,203 | $4,230+70.3% | $5,135+40.3% | $4,274+68.6% |
| Admin fee / account holder | $28,137 | $9,543+194.9% | $12,742+120.8% | $7,775+261.9% |