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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 | $192,961 | $67,602+185.4% | $82,312+134.4% | $70,126+175.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.97% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,977 | $1,755+69.7% | $2,428+22.6% | $2,343+27.1% |
| Participant deferral / active EE | $8,521 | $2,987+185.3% | $3,706+129.9% | $3,332+155.8% |
| Admin fee / account holder | $9,253 | $4,512+105.1% | $5,608+65.0% | $4,645+99.2% |