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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 | $86,938+82.7% | $102,423+55.1% | $80,925+96.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.78% | 18.89%+0.9pp | 29.42%-9.6pp | 35.65%-15.9pp |
| Employer contribution / active EE | $7,292 | $2,369+207.8% | $3,023+141.2% | $2,756+164.6% |
| Participant deferral / active EE | $5,594 | $4,120+35.8% | $5,054+10.7% | $4,299+30.1% |
| Admin fee / account holder | $12,196 | $8,053+51.4% | $9,455+29.0% | $6,940+75.7% |