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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 | $222,236 | $86,922+155.7% | $102,438+116.9% | $80,874+174.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 23.45% | 18.90%+4.6pp | 29.37%-5.9pp | 35.62%-12.2pp |
| Employer contribution / active EE | $23,601 | $2,369+896.1% | $3,024+680.6% | $2,756+756.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,073 | $8,050+99.7% | $9,448+70.1% | $6,935+131.8% |