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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 | $154,709 | $87,834+76.1% | $133,975+15.5% | $62,881+146.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.85% | 12.05%-3.2pp | 29.29%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,918 | $3,482-16.2% | $5,211-44.0% | $2,281+27.9% |
| Participant deferral / active EE | $9,939 | $4,812+106.6% | $6,282+58.2% | $3,203+210.3% |
| Admin fee / account holder | $15,324 | $5,372+185.2% | $9,324+64.3% | $4,296+256.7% |