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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 | $214,528 | $94,031+128.1% | $115,768+85.3% | $82,448+160.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.39% | 20.61%-6.2pp | 100.46%-86.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,015 | $2,323+29.8% | $2,940+2.6% | $2,551+18.2% |
| Participant deferral / active EE | $4,360 | $3,972+9.8% | $4,917-11.3% | $4,139+5.3% |
| Admin fee / account holder | $4,883 | $10,249-52.4% | $12,439-60.7% | $7,234-32.5% |