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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 | $189,020 | $86,949+117.4% | $102,460+84.5% | $80,959+133.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.03% | 18.89%-4.9pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,422 | $2,370+44.4% | $3,025+13.1% | $2,757+24.1% |
| Participant deferral / active EE | $11,527 | $4,121+179.7% | $5,056+128.0% | $4,300+168.0% |
| Admin fee / account holder | $12,718 | $8,048+58.0% | $9,460+34.4% | $6,925+83.6% |