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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 | $191,935 | $93,617+105.0% | $135,982+41.1% | $75,177+155.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.91% | 30.89%-7.0pp | 68.32%-44.4pp | 160.75%-136.8pp |
| Employer contribution / active EE | $4,787 | $3,538+35.3% | $4,859-1.5% | $2,671+79.2% |
| Participant deferral / active EE | $8,626 | $6,406+34.7% | $7,760+11.2% | $4,126+109.0% |
| Admin fee / account holder | $8,458 | $6,980+21.2% | $10,767-21.5% | $5,651+49.7% |