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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 | $209,359 | $93,617+123.6% | $135,982+54.0% | $75,177+178.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,971 | $3,538-16.0% | $4,859-38.9% | $2,671+11.2% |
| Participant deferral / active EE | $12,306 | $6,406+92.1% | $7,760+58.6% | $4,126+198.2% |
| Admin fee / account holder | $2,876 | $6,980-58.8% | $10,767-73.3% | $5,651-49.1% |