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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 | $205,414 | $86,949+136.2% | $102,460+100.5% | $80,959+153.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.71% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $4,085 | $2,370+72.4% | $3,025+35.0% | $2,757+48.2% |
| Participant deferral / active EE | $4,943 | $4,121+20.0% | $5,056-2.2% | $4,300+15.0% |
| Admin fee / account holder | $4,179 | $8,048-48.1% | $9,460-55.8% | $6,925-39.7% |