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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 | $93,692+117.4% | $116,538+74.8% | $86,983+134.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | 26.00%-10.6pp | 17.97%-2.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $4,303 | $3,831+12.3% | $4,541-5.2% | $2,584+66.5% |
| Participant deferral / active EE | $7,872 | $5,612+40.3% | $6,207+26.8% | $4,194+87.7% |
| Admin fee / account holder | $24,247 | $7,586+219.6% | $8,737+177.5% | $7,856+208.6% |