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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 | $190,524 | $81,476+133.8% | $102,383+86.1% | $80,925+135.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.25% | 25.59%-12.3pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $23,714 | $3,105+663.8% | $3,870+512.7% | $2,756+760.4% |
| Participant deferral / active EE | $8,264 | $3,871+113.5% | $5,060+63.3% | $4,299+92.2% |
| Admin fee / account holder | $12,220 | $6,717+81.9% | $8,391+45.6% | $6,940+76.1% |