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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 | $191,234 | $88,707+115.6% | $74,184+157.8% | $273,972-30.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.93% | 11.94%-2.0pp | 17.74%-7.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,327 | $3,159-26.4% | $2,370-1.8% | $4,869-52.2% |
| Participant deferral / active EE | $13,373 | $4,212+217.5% | $3,550+276.7% | $5,287+152.9% |
| Admin fee / account holder | $3,060 | $8,717-64.9% | $5,586-45.2% | $10,133-69.8% |