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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 | $177,435 | $86,949+104.1% | $102,460+73.2% | $80,959+119.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.93% | 18.89%-2.0pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $5,557 | $2,370+134.5% | $3,025+83.7% | $2,757+101.5% |
| Participant deferral / active EE | $4,327 | $4,121+5.0% | $5,056-14.4% | $4,300+0.6% |
| Admin fee / account holder | $7,189 | $8,048-10.7% | $9,460-24.0% | $6,925+3.8% |