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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 | $187,857 | $72,012+160.9% | $185,827+1.1% | $79,858+135.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.57% | 23.12%-10.5pp | 35.96%-23.4pp | 31.72%-19.1pp |
| Employer contribution / active EE | $3,461 | $1,965+76.2% | $4,087-15.3% | $2,471+40.1% |
| Participant deferral / active EE | $9,912 | $3,779+162.3% | $5,633+76.0% | $3,740+165.0% |
| Admin fee / account holder | $7,370 | $4,513+63.3% | $9,502-22.4% | $5,306+38.9% |