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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 | $86,938+138.6% | $102,423+102.5% | $80,925+156.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $9,011 | $2,369+280.3% | $3,023+198.1% | $2,756+226.9% |
| Participant deferral / active EE | $7,641 | $4,120+85.4% | $5,054+51.2% | $4,299+77.7% |
| Admin fee / account holder | $8,956 | $8,053+11.2% | $9,455-5.3% | $6,940+29.0% |