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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 | $211,266 | $86,938+143.0% | $102,423+106.3% | $80,925+161.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.44% | 18.89%-3.5pp | 29.42%-14.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $15,439 | $2,369+551.6% | $3,023+410.7% | $2,756+460.1% |
| Participant deferral / active EE | $8,104 | $4,120+96.7% | $5,054+60.3% | $4,299+88.5% |
| Admin fee / account holder | $7,299 | $8,053-9.4% | $9,455-22.8% | $6,940+5.2% |