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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 | $193,093 | $101,798+89.7% | $165,071+17.0% | $80,935+138.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.06% | 16.73%-3.7pp | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $12,464 | $2,954+321.9% | $4,347+186.7% | $2,757+352.1% |
| Participant deferral / active EE | $4,558 | $4,476+1.8% | $6,035-24.5% | $4,299+6.0% |
| Admin fee / account holder | $4,400 | $8,221-46.5% | $12,695-65.3% | $6,924-36.5% |