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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 | $149,446+38.9% | $256,809-19.2% | $94,015+120.7% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 14.71% | 17.55%-2.8pp | 32.73%-18.0pp | 17.84%-3.1pp |
| Employer contribution / active EE | $6,886 | $4,596+49.8% | $7,263-5.2% | $2,790+146.8% |
| Participant deferral / active EE | $12,135 | $6,491+87.0% | $9,520+27.5% | $4,249+185.6% |
| Admin fee / account holder | $10,787 | $24,035-55.1% | $25,146-57.1% | $8,951+20.5% |