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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 | $204,561 | $77,814+162.9% | $158,223+29.3% | $86,983+135.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 19.52% | 30.54%-11.0pp | 52.09%-32.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $12,781 | $2,592+393.1% | $4,109+211.1% | $2,584+394.5% |
| Participant deferral / active EE | $13,390 | $3,270+309.5% | $5,467+144.9% | $4,194+219.3% |
| Admin fee / account holder | $8,403 | $5,879+42.9% | $16,047-47.6% | $7,856+7.0% |