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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 | $241,918 | $97,550+148.0% | $120,344+101.0% | $87,485+176.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.09% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,329 | $2,291-42.0% | $3,020-56.0% | $2,596-48.8% |
| Participant deferral / active EE | $7,189 | $4,230+70.0% | $5,135+40.0% | $4,274+68.2% |
| Admin fee / account holder | $10,610 | $9,543+11.2% | $12,742-16.7% | $7,775+36.5% |