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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 | $187,865 | $95,404+96.9% | $113,397+65.7% | $82,637+127.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.71% | 19.08%-6.4pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,544 | $2,307+10.3% | $2,977-14.5% | $2,552-0.3% |
| Participant deferral / active EE | $4,915 | $4,220+16.5% | $5,076-3.2% | $4,126+19.1% |
| Admin fee / account holder | $2,441 | $9,168-73.4% | $11,957-79.6% | $7,339-66.7% |