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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 | $190,837 | $87,106+119.1% | $105,607+80.7% | $80,935+135.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.98% | 17.01%-3.0pp | 116.11%-102.1pp | 35.66%-21.7pp |
| Employer contribution / active EE | $6,342 | $2,396+164.7% | $3,167+100.3% | $2,757+130.1% |
| Participant deferral / active EE | $9,087 | $3,986+128.0% | $5,011+81.3% | $4,299+111.4% |
| Admin fee / account holder | $5,342 | $8,447-36.8% | $10,958-51.3% | $6,924-22.9% |