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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 | $207,507 | $146,267+41.9% | $197,124+5.3% | $82,448+151.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.71% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $6,886 | $4,723+45.8% | $6,227+10.6% | $2,551+169.9% |
| Participant deferral / active EE | $12,135 | $7,035+72.5% | $9,135+32.8% | $4,139+193.2% |
| Admin fee / account holder | $10,787 | $14,422-25.2% | $16,298-33.8% | $7,234+49.1% |