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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 | $171,527 | $58,493+193.2% | $84,023+104.1% | $72,976+135.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.87% | 28.93%-12.1pp | 71.32%-54.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $9,046 | $1,163+677.8% | $1,984+356.0% | $2,440+270.7% |
| Participant deferral / active EE | $3,682 | $2,394+53.8% | $3,239+13.7% | $3,608+2.1% |
| Admin fee / account holder | $8,176 | $4,569+79.0% | $6,102+34.0% | $5,124+59.6% |