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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 | $158,839 | $86,949+82.7% | $102,460+55.0% | $80,959+96.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.78% | 18.89%+0.9pp | 29.47%-9.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $7,292 | $2,370+207.7% | $3,025+141.0% | $2,757+164.5% |
| Participant deferral / active EE | $5,594 | $4,121+35.7% | $5,056+10.6% | $4,300+30.1% |
| Admin fee / account holder | $12,196 | $8,048+51.5% | $9,460+28.9% | $6,925+76.1% |