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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 | $216,452 | $138,393+56.4% | $184,256+17.5% | $80,959+167.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.01% | 20.01%-7.0pp | 28.85%-15.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $9,960 | $4,847+105.5% | $6,427+55.0% | $2,757+261.2% |
| Participant deferral / active EE | $12,707 | $7,076+79.6% | $9,133+39.1% | $4,300+195.5% |
| Admin fee / account holder | $11,368 | $10,489+8.4% | $13,899-18.2% | $6,925+64.1% |