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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 | $188,723 | $81,331+132.0% | $155,534+21.3% | $80,935+133.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.85% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,315 | $3,105-25.4% | $4,675-50.5% | $2,757-16.0% |
| Participant deferral / active EE | $5,942 | $3,454+72.0% | $5,630+5.5% | $4,299+38.2% |
| Admin fee / account holder | $15,313 | $7,999+91.4% | $15,900-3.7% | $6,924+121.1% |