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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 | $182,200 | $77,814+134.1% | $158,223+15.2% | $86,983+109.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 27.40% | 30.54%-3.1pp | 52.09%-24.7pp | 25.83%+1.6pp |
| Employer contribution / active EE | $3,652 | $2,592+40.9% | $4,109-11.1% | $2,584+41.3% |
| Participant deferral / active EE | $4,343 | $3,270+32.8% | $5,467-20.6% | $4,194+3.6% |
| Admin fee / account holder | $1,785 | $5,879-69.6% | $16,047-88.9% | $7,856-77.3% |