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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 | $211,019 | $81,476+159.0% | $102,383+106.1% | $80,925+160.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.98% | 25.59%-10.6pp | 24.94%-10.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $8,094 | $3,105+160.7% | $3,870+109.1% | $2,756+193.7% |
| Participant deferral / active EE | $10,383 | $3,871+168.2% | $5,060+105.2% | $4,299+141.5% |
| Admin fee / account holder | $10,718 | $6,717+59.5% | $8,391+27.7% | $6,940+54.4% |