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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 | $215,448 | $86,938+147.8% | $102,423+110.4% | $80,925+166.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.03% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $6,348 | $2,369+167.9% | $3,023+110.0% | $2,756+130.3% |
| Participant deferral / active EE | $9,257 | $4,120+124.7% | $5,054+83.1% | $4,299+115.3% |
| Admin fee / account holder | $33,545 | $8,053+316.6% | $9,455+254.8% | $6,940+383.4% |