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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 | $233,547 | $72,492+222.2% | $87,104+168.1% | $72,975+220.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.88% | 24.46%-0.6pp | 28.19%-4.3pp | 81.01%-57.1pp |
| Employer contribution / active EE | $3,447 | $1,894+82.0% | $2,521+36.7% | $2,440+41.2% |
| Participant deferral / active EE | $7,046 | $3,270+115.5% | $4,048+74.0% | $3,608+95.3% |
| Admin fee / account holder | $11,936 | $5,055+136.1% | $7,491+59.3% | $5,124+133.0% |