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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 | $109,591 | $56,484+94.0% | $169,452-35.3% | $64,173+70.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 9.61% | -1.55%+11.2pp | 1.83%+7.8pp | 7.63%+2.0pp |
| Employer contribution / active EE | $3,651 | $1,832+99.2% | $4,157-12.2% | $2,381+53.4% |
| Participant deferral / active EE | $10,107 | $3,448+193.1% | $5,277+91.5% | $3,470+191.3% |
| Admin fee / account holder | $7,678 | $4,174+83.9% | $9,110-15.7% | $4,887+57.1% |