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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 | $86,919+147.9% | $102,457+110.3% | $80,911+166.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.03% | 18.90%-2.9pp | 29.41%-13.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $6,348 | $2,368+168.0% | $3,022+110.0% | $2,756+130.3% |
| Participant deferral / active EE | $9,257 | $4,119+124.7% | $5,054+83.1% | $4,297+115.4% |
| Admin fee / account holder | $33,545 | $8,049+316.8% | $9,451+254.9% | $6,935+383.7% |