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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 | $140,952 | $62,583+125.2% | $76,767+83.6% | $64,173+119.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 12.34% | -1.95%+14.3pp | 2.43%+9.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,200 | $1,832-34.5% | $2,485-51.7% | $2,381-49.6% |
| Participant deferral / active EE | $3,955 | $3,145+25.8% | $3,852+2.7% | $3,470+14.0% |
| Admin fee / account holder | $7,897 | $4,667+69.2% | $6,675+18.3% | $4,887+61.6% |