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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 | $110,137+104.5% | $161,149+39.8% | $82,637+172.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.04% | 20.69%-6.6pp | 21.16%-7.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $5,681 | $2,856+98.9% | $4,360+30.3% | $2,552+122.6% |
| Participant deferral / active EE | $4,347 | $4,575-5.0% | $6,153-29.4% | $4,126+5.4% |
| Admin fee / account holder | $12,891 | $9,467+36.2% | $15,194-15.2% | $7,339+75.7% |