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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 | $237,920 | $86,940+173.7% | $102,434+132.3% | $80,935+194.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $3,984 | $2,370+68.1% | $3,023+31.8% | $2,757+44.5% |
| Participant deferral / active EE | $10,250 | $4,121+148.7% | $5,055+102.8% | $4,299+138.4% |
| Admin fee / account holder | $9,859 | $8,047+22.5% | $9,462+4.2% | $6,924+42.4% |