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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 | $86,938+146.9% | $102,423+109.6% | $80,925+165.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.33% | 18.89%-4.6pp | 29.42%-15.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $11,090 | $2,369+368.1% | $3,023+266.8% | $2,756+302.3% |
| Participant deferral / active EE | $8,429 | $4,120+104.6% | $5,054+66.8% | $4,299+96.1% |
| Admin fee / account holder | $19,400 | $8,053+140.9% | $9,455+105.2% | $6,940+179.5% |