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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 | $207,441 | $86,922+138.7% | $102,438+102.5% | $80,874+156.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.76% | 18.90%-6.1pp | 29.37%-16.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $9,011 | $2,369+280.3% | $3,024+198.0% | $2,756+227.0% |
| Participant deferral / active EE | $7,641 | $4,119+85.5% | $5,054+51.2% | $4,297+77.8% |
| Admin fee / account holder | $8,956 | $8,050+11.3% | $9,448-5.2% | $6,935+29.1% |