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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 | $240,185 | $83,061+189.2% | $126,068+90.5% | $94,015+155.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 14.07% | 20.41%-6.3pp | 15.01%-0.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $7,393 | $2,864+158.2% | $3,968+86.3% | $2,790+165.0% |
| Participant deferral / active EE | $8,420 | $7,042+19.6% | $8,214+2.5% | $4,249+98.1% |
| Admin fee / account holder | $4,730 | $7,208-34.4% | $18,264-74.1% | $8,951-47.2% |