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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 | $203,656 | $96,052+112.0% | $118,106+72.4% | $87,485+132.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 15.37% | 24.16%-8.8pp | 19.44%-4.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $4,303 | $3,939+9.2% | $4,698-8.4% | $2,596+65.7% |
| Participant deferral / active EE | $7,872 | $5,793+35.9% | $6,619+18.9% | $4,274+84.2% |
| Admin fee / account holder | $24,247 | $7,618+218.3% | $8,973+170.2% | $7,775+211.9% |