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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 | $211,754 | $106,588+98.7% | $94,215+124.8% | $155,188+36.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 14.01% | 29.39%-15.4pp | 28.22%-14.2pp | 148.84%-134.8pp |
| Employer contribution / active EE | $6,262 | $3,080+103.3% | $2,675+134.1% | $4,248+47.4% |
| Participant deferral / active EE | $9,973 | $4,802+107.7% | $4,276+133.2% | $6,531+52.7% |
| Admin fee / account holder | $3,329 | $12,281-72.9% | $10,216-67.4% | $14,480-77.0% |