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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 | $170,444 | $86,938+96.1% | $102,423+66.4% | $80,925+110.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.81% | 18.89%-7.1pp | 29.42%-17.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,537 | $2,369+7.1% | $3,023-16.1% | $2,756-8.0% |
| Participant deferral / active EE | $5,580 | $4,120+35.4% | $5,054+10.4% | $4,299+29.8% |
| Admin fee / account holder | $2,290 | $8,053-71.6% | $9,455-75.8% | $6,940-67.0% |