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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 | $235,845 | $199,109+18.5% | $173,730+35.8% | $154,746+52.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.42% | 20.02%-2.6pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $10,925 | $5,311+105.7% | $4,577+138.7% | $4,379+149.5% |
| Participant deferral / active EE | $3,676 | $7,113-48.3% | $6,326-41.9% | $6,730-45.4% |
| Admin fee / account holder | $9,064 | $20,916-56.7% | $17,523-48.3% | $14,365-36.9% |