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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 | $150,827 | $95,404+58.1% | $113,397+33.0% | $82,637+82.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.85% | 19.08%-4.2pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,706 | $2,307+17.3% | $2,977-9.1% | $2,552+6.0% |
| Participant deferral / active EE | $7,841 | $4,220+85.8% | $5,076+54.5% | $4,126+90.0% |
| Admin fee / account holder | $17,770 | $9,168+93.8% | $11,957+48.6% | $7,339+142.1% |