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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 | $213,983 | $88,707+141.2% | $74,184+188.4% | $273,972-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.80% | 11.94%+1.9pp | 17.74%-3.9pp | 41.46%-27.7pp |
| Employer contribution / active EE | $4,991 | $3,159+58.0% | $2,370+110.6% | $4,869+2.5% |
| Participant deferral / active EE | $9,131 | $4,212+116.8% | $3,550+157.2% | $5,287+72.7% |
| Admin fee / account holder | $4,539 | $8,717-47.9% | $5,586-18.7% | $10,133-55.2% |