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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 | $169,732 | $99,875+69.9% | $146,866+15.6% | $86,983+95.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.95% | 28.10%-12.1pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,375 | $3,224-26.3% | $4,425-46.3% | $2,584-8.1% |
| Participant deferral / active EE | $13,283 | $6,322+110.1% | $7,759+71.2% | $4,194+216.7% |
| Admin fee / account holder | $5,964 | $7,838-23.9% | $13,620-56.2% | $7,856-24.1% |