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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 | $181,117 | $88,707+104.2% | $74,184+144.1% | $273,972-33.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.84% | 11.94%-2.1pp | 17.74%-7.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,457 | $3,159+9.4% | $2,370+45.9% | $4,869-29.0% |
| Participant deferral / active EE | $12,014 | $4,212+185.3% | $3,550+238.5% | $5,287+127.2% |
| Admin fee / account holder | $1,196 | $8,717-86.3% | $5,586-78.6% | $10,133-88.2% |