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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 | $176,048 | $78,423+124.5% | $95,964+83.5% | $79,856+120.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.89% | 19.37%-4.5pp | 91.64%-76.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,439 | $1,945+25.3% | $2,541-4.0% | $2,471-1.3% |
| Participant deferral / active EE | $9,102 | $3,440+164.6% | $4,167+118.4% | $3,741+143.3% |
| Admin fee / account holder | $3,880 | $5,622-31.0% | $6,797-42.9% | $5,306-26.9% |