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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 | $173,652 | $102,609+69.2% | $98,090+77.0% | $138,895+25.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.47% | 36.44%-22.0pp | 37.05%-22.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $7,578 | $3,867+96.0% | $3,606+110.1% | $4,194+80.7% |
| Participant deferral / active EE | $25,464 | $8,167+211.8% | $7,845+224.6% | $6,396+298.1% |
| Admin fee / account holder | $8,135 | $11,434-28.8% | $11,815-31.1% | $12,562-35.2% |