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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 | $191,128 | $87,834+117.6% | $133,975+42.7% | $62,881+204.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.88% | 12.05%-5.2pp | 29.29%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,165 | $3,482-9.1% | $5,211-39.3% | $2,281+38.8% |
| Participant deferral / active EE | $5,277 | $4,812+9.7% | $6,282-16.0% | $3,203+64.8% |
| Admin fee / account holder | $4,525 | $5,372-15.8% | $9,324-51.5% | $4,296+5.3% |