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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 | $173,144 | $123,478+40.2% | $216,567-20.1% | $94,015+84.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.10% | 23.61%-12.5pp | 12.94%-1.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $11,263 | $3,136+259.2% | $5,216+115.9% | $2,790+303.7% |
| Participant deferral / active EE | $4,714 | $4,556+3.5% | $6,191-23.9% | $4,249+10.9% |
| Admin fee / account holder | $14,331 | $12,753+12.4% | $21,981-34.8% | $8,951+60.1% |