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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 | $184,709 | $76,834+140.4% | $108,359+70.5% | $87,485+111.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.79% | 19.09%-4.3pp | 36.89%-22.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,301 | $1,556+47.8% | $2,399-4.1% | $2,596-11.4% |
| Participant deferral / active EE | $5,620 | $3,100+81.3% | $4,137+35.8% | $4,274+31.5% |
| Admin fee / account holder | $1,582 | $6,537-75.8% | $9,741-83.8% | $7,775-79.7% |