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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 | $189,609 | $95,453+98.6% | $112,040+69.2% | $82,448+130.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 25.63% | 23.92%+1.7pp | 24.52%+1.1pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,040 | $2,318-55.1% | $2,954-64.8% | $2,551-59.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,994 | $9,013+33.1% | $12,098-0.9% | $7,234+65.8% |