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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 | $214,670 | $86,949+146.9% | $102,460+109.5% | $80,959+165.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.33% | 18.89%-4.6pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $11,090 | $2,370+368.0% | $3,025+266.6% | $2,757+302.2% |
| Participant deferral / active EE | $8,429 | $4,121+104.5% | $5,056+66.7% | $4,300+96.0% |
| Admin fee / account holder | $19,400 | $8,048+141.1% | $9,460+105.1% | $6,925+180.1% |