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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 | $205,293 | $86,949+136.1% | $102,460+100.4% | $80,959+153.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.84% | 18.89%-4.1pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $6,123 | $2,370+158.4% | $3,025+102.4% | $2,757+122.1% |
| Participant deferral / active EE | $9,614 | $4,121+133.3% | $5,056+90.1% | $4,300+123.6% |
| Admin fee / account holder | $610 | $8,048-92.4% | $9,460-93.6% | $6,925-91.2% |