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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 | $213,455 | $138,385+54.2% | $184,243+15.9% | $80,925+163.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.78% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $7,921 | $4,851+63.3% | $6,427+23.3% | $2,756+187.4% |
| Participant deferral / active EE | $15,149 | $7,075+114.1% | $9,132+65.9% | $4,299+252.4% |
| Admin fee / account holder | $75,627 | $10,489+621.0% | $13,914+443.5% | $6,940+989.7% |