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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 | $184,709 | $93,057+98.5% | $153,500+20.3% | $80,925+128.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.38% | 19.96%-7.6pp | 15.70%-3.3pp | 35.65%-23.3pp |
| Employer contribution / active EE | $10,473 | $3,507+198.6% | $5,039+107.8% | $2,756+280.0% |
| Participant deferral / active EE | $6,285 | $5,179+21.3% | $6,756-7.0% | $4,299+46.2% |
| Admin fee / account holder | $1,072 | $8,885-87.9% | $12,736-91.6% | $6,940-84.6% |