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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 | $160,807 | $81,487+97.3% | $102,412+57.0% | $80,935+98.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.31% | 25.60%-14.3pp | 24.94%-13.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $7,910 | $3,103+154.9% | $3,870+104.4% | $2,757+186.9% |
| Participant deferral / active EE | $7,438 | $3,871+92.2% | $5,060+47.0% | $4,299+73.0% |
| Admin fee / account holder | $20,533 | $6,717+205.7% | $8,388+144.8% | $6,924+196.5% |