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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 | $225,254 | $108,825+107.0% | $156,181+44.2% | $82,448+173.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.04% | 20.59%-6.6pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $5,681 | $2,870+98.0% | $4,294+32.3% | $2,551+122.7% |
| Participant deferral / active EE | $4,347 | $4,577-5.0% | $6,132-29.1% | $4,139+5.0% |
| Admin fee / account holder | $12,891 | $9,341+38.0% | $14,586-11.6% | $7,234+78.2% |