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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 | $209,386 | $146,267+43.2% | $197,124+6.2% | $82,448+154.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 27.25% | 29.61%-2.4pp | 44.34%-17.1pp | 41.64%-14.4pp |
| Employer contribution / active EE | $8,542 | $4,723+80.8% | $6,227+37.2% | $2,551+234.8% |
| Participant deferral / active EE | $11,365 | $7,035+61.6% | $9,135+24.4% | $4,139+174.6% |
| Admin fee / account holder | $2,968 | $14,422-79.4% | $16,298-81.8% | $7,234-59.0% |