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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 | $223,619 | $98,760+126.4% | $149,715+49.4% | $79,858+180.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.72% | 27.43%-10.7pp | 276.66%-259.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $4,504 | $3,217+40.0% | $4,645-3.0% | $2,471+82.3% |
| Participant deferral / active EE | $6,792 | $5,681+19.6% | $6,842-0.7% | $3,740+81.6% |
| Admin fee / account holder | $7,288 | $6,053+20.4% | $9,310-21.7% | $5,306+37.4% |