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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 | $205,158 | $86,949+136.0% | $102,460+100.2% | $80,959+153.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.52% | 18.89%-2.4pp | 29.47%-13.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $3,514 | $2,370+48.3% | $3,025+16.2% | $2,757+27.5% |
| Participant deferral / active EE | $8,910 | $4,121+116.2% | $5,056+76.2% | $4,300+107.2% |
| Admin fee / account holder | $39,383 | $8,048+389.4% | $9,460+316.3% | $6,925+468.7% |