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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 | $149,096 | $86,922+71.5% | $102,438+45.5% | $80,874+84.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.39% | 18.90%-7.5pp | 29.37%-18.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $9,424 | $2,369+297.7% | $3,024+211.7% | $2,756+242.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,731 | $8,050-28.8% | $9,448-39.3% | $6,935-17.4% |