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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 | $86,949+138.6% | $102,460+102.5% | $80,959+156.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $9,011 | $2,370+280.2% | $3,025+197.9% | $2,757+226.8% |
| Participant deferral / active EE | $7,641 | $4,121+85.4% | $5,056+51.1% | $4,300+77.7% |
| Admin fee / account holder | $8,956 | $8,048+11.3% | $9,460-5.3% | $6,925+29.3% |