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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 | $213,452 | $138,385+54.2% | $184,243+15.9% | $80,925+163.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.88% | 20.02%-1.1pp | 28.82%-9.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $1,680 | $4,851-65.4% | $6,427-73.9% | $2,756-39.0% |
| Participant deferral / active EE | $7,573 | $7,075+7.0% | $9,132-17.1% | $4,299+76.2% |
| Admin fee / account holder | $7,265 | $10,489-30.7% | $13,914-47.8% | $6,940+4.7% |