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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 | $177,990 | $81,476+118.5% | $102,383+73.8% | $80,925+119.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.95% | 25.59%-11.6pp | 24.94%-11.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,571 | $3,105+176.1% | $3,870+121.4% | $2,756+211.0% |
| Participant deferral / active EE | $9,727 | $3,871+151.3% | $5,060+92.3% | $4,299+126.3% |
| Admin fee / account holder | $7,047 | $6,717+4.9% | $8,391-16.0% | $6,940+1.5% |