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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 | $220,443 | $86,940+153.6% | $102,434+115.2% | $80,935+172.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.47% | 18.89%+0.6pp | 29.46%-10.0pp | 35.66%-16.2pp |
| Employer contribution / active EE | $7,112 | $2,370+200.1% | $3,023+135.3% | $2,757+158.0% |
| Participant deferral / active EE | $9,452 | $4,121+129.3% | $5,055+87.0% | $4,299+119.8% |
| Admin fee / account holder | $15,241 | $8,047+89.4% | $9,462+61.1% | $6,924+120.1% |