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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 | $225,382 | $95,453+136.1% | $112,040+101.2% | $82,448+173.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.64% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,252 | $2,318+40.3% | $2,954+10.1% | $2,551+27.5% |
| Participant deferral / active EE | $10,954 | $4,224+159.3% | $5,098+114.9% | $4,139+164.6% |
| Admin fee / account holder | $20,503 | $9,013+127.5% | $12,098+69.5% | $7,234+183.4% |