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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 | $209,265 | $110,240+89.8% | $96,544+116.8% | $139,487+50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.66% | 26.41%-10.7pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $3,327 | $3,622-8.2% | $2,966+12.2% | $4,755-30.0% |
| Participant deferral / active EE | $7,408 | $5,549+33.5% | $4,851+52.7% | $6,713+10.4% |
| Admin fee / account holder | $13,189 | $11,602+13.7% | $8,254+59.8% | $11,407+15.6% |