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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 | $232,993 | $81,504+185.9% | $102,437+127.4% | $80,959+187.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 25.97% | 25.60%+0.4pp | 24.95%+1.0pp | 35.67%-9.7pp |
| Employer contribution / active EE | $7,021 | $3,104+126.2% | $3,871+81.4% | $2,757+154.7% |
| Participant deferral / active EE | $7,706 | $3,871+99.1% | $5,060+52.3% | $4,300+79.2% |
| Admin fee / account holder | $2,983 | $6,719-55.6% | $8,388-64.4% | $6,925-56.9% |