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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 | $195,951 | $87,132+124.9% | $105,624+85.5% | $80,959+142.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.30% | 17.03%-4.7pp | 116.20%-103.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,529 | $2,397+5.5% | $3,168-20.2% | $2,757-8.3% |
| Participant deferral / active EE | $7,674 | $3,985+92.6% | $5,013+53.1% | $4,300+78.4% |
| Admin fee / account holder | $9,168 | $8,449+8.5% | $10,961-16.4% | $6,925+32.4% |