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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 | $181,167 | $80,992+123.7% | $96,534+87.7% | $75,173+141.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.61% | 27.05%-10.4pp | 25.88%-9.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,230 | $2,283-2.3% | $2,965-24.8% | $2,671-16.5% |
| Participant deferral / active EE | $7,226 | $3,929+83.9% | $4,851+49.0% | $4,126+75.1% |
| Admin fee / account holder | $6,321 | $6,717-5.9% | $8,253-23.4% | $5,651+11.9% |