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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 | $220,509 | $145,431+51.6% | $211,142+4.4% | $87,485+152.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.64% | 27.21%-8.6pp | 46.84%-28.2pp | 26.06%-7.4pp |
| Employer contribution / active EE | $13,355 | $4,662+186.5% | $6,442+107.3% | $2,596+414.4% |
| Participant deferral / active EE | $5,110 | $6,859-25.5% | $9,284-45.0% | $4,274+19.6% |
| Admin fee / account holder | $8,047 | $17,052-52.8% | $19,076-57.8% | $7,775+3.5% |