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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 | $233,182 | $86,949+168.2% | $102,460+127.6% | $80,959+188.0% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.7%+26.6pp |
| Annual return | 16.17% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $12,433 | $2,370+424.6% | $3,025+311.0% | $2,757+350.9% |
| Participant deferral / active EE | $12,163 | $4,121+195.1% | $5,056+140.6% | $4,300+182.8% |
| Admin fee / account holder | $1,434 | $8,048-82.2% | $9,460-84.8% | $6,925-79.3% |