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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 | $86,922+136.0% | $102,438+100.3% | $80,874+153.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.52% | 18.90%-2.4pp | 29.37%-12.8pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,514 | $2,369+48.3% | $3,024+16.2% | $2,756+27.5% |
| Participant deferral / active EE | $8,910 | $4,119+116.3% | $5,054+76.3% | $4,297+107.4% |
| Admin fee / account holder | $39,383 | $8,050+389.2% | $9,448+316.9% | $6,935+467.9% |