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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 | $213,785+10.3% | $185,441+27.2% | $155,188+52.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.42% | 19.97%-2.6pp | 20.16%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $10,925 | $5,393+102.6% | $4,672+133.8% | $4,248+157.2% |
| Participant deferral / active EE | $3,676 | $6,864-46.4% | $6,152-40.2% | $6,531-43.7% |
| Admin fee / account holder | $9,064 | $21,134-57.1% | $17,890-49.3% | $14,480-37.4% |