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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 | $180,206 | $109,620+64.4% | $148,496+21.4% | $94,015+91.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 11.57% | 17.54%-6.0pp | 12.33%-0.8pp | 17.84%-6.3pp |
| Employer contribution / active EE | $27,651 | $2,618+956.2% | $3,497+690.6% | $2,790+891.0% |
| Participant deferral / active EE | $9,261 | $3,831+141.7% | $4,808+92.6% | $4,249+117.9% |
| Admin fee / account holder | $2,281 | $10,050-77.3% | $19,547-88.3% | $8,951-74.5% |