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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 | $155,984 | $86,949+79.4% | $102,460+52.2% | $80,959+92.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.31% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $5,513 | $2,370+132.6% | $3,025+82.2% | $2,757+100.0% |
| Participant deferral / active EE | $9,095 | $4,121+120.7% | $5,056+79.9% | $4,300+111.5% |
| Admin fee / account holder | $22,566 | $8,048+180.4% | $9,460+138.5% | $6,925+225.8% |