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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 | $210,472 | $86,949+142.1% | $102,460+105.4% | $80,959+160.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.79% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,358 | $2,370-0.5% | $3,025-22.1% | $2,757-14.5% |
| Participant deferral / active EE | $8,024 | $4,121+94.7% | $5,056+58.7% | $4,300+86.6% |
| Admin fee / account holder | $14,973 | $8,048+86.0% | $9,460+58.3% | $6,925+116.2% |