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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 | $187,983 | $95,404+97.0% | $113,397+65.8% | $82,637+127.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.62% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $9,503 | $2,307+312.0% | $2,977+219.2% | $2,552+272.3% |
| Participant deferral / active EE | $7,326 | $4,220+73.6% | $5,076+44.3% | $4,126+77.6% |
| Admin fee / account holder | $17,984 | $9,168+96.2% | $11,957+50.4% | $7,339+145.1% |