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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 | $166,935 | $87,834+90.1% | $133,975+24.6% | $62,881+165.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 17.96% | 12.05%+5.9pp | 29.29%-11.3pp | 20.14%-2.2pp |
| Employer contribution / active EE | $5,067 | $3,482+45.5% | $5,211-2.8% | $2,281+122.2% |
| Participant deferral / active EE | $14,122 | $4,812+193.5% | $6,282+124.8% | $3,203+340.9% |
| Admin fee / account holder | $14,851 | $5,372+176.4% | $9,324+59.3% | $4,296+245.7% |