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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 | $226,588 | $143,969+57.4% | $199,883+13.4% | $82,637+174.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.30% | 25.67%-11.4pp | 43.81%-29.5pp | 53.51%-39.2pp |
| Employer contribution / active EE | $8,236 | $4,632+77.8% | $6,261+31.5% | $2,552+222.7% |
| Participant deferral / active EE | $6,122 | $6,937-11.8% | $9,138-33.0% | $4,126+48.4% |
| Admin fee / account holder | $23,054 | $14,597+57.9% | $17,268+33.5% | $7,339+214.1% |