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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 | $158,555 | $71,230+122.6% | $93,727+69.2% | $80,959+95.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 18.70% | 11.26%+7.4pp | 133.83%-115.1pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,843 | $1,565+17.8% | $2,421-23.9% | $2,757-33.1% |
| Participant deferral / active EE | $3,831 | $4,037-5.1% | $4,417-13.3% | $4,300-10.9% |
| Admin fee / account holder | $563 | $6,961-91.9% | $8,292-93.2% | $6,925-91.9% |