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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 | $206,661 | $62,583+230.2% | $76,767+169.2% | $64,173+222.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 11.21% | -1.95%+13.2pp | 2.43%+8.8pp | 7.63%+3.6pp |
| Employer contribution / active EE | $2,306 | $1,832+25.8% | $2,485-7.2% | $2,381-3.2% |
| Participant deferral / active EE | $6,762 | $3,145+115.0% | $3,852+75.6% | $3,470+94.9% |
| Admin fee / account holder | $9,470 | $4,667+102.9% | $6,675+41.9% | $4,887+93.8% |