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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 | $188,560 | $71,197+164.8% | $93,669+101.3% | $80,925+133.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.86% | 11.27%+2.6pp | 133.59%-119.7pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,358 | $1,565+50.7% | $2,424-2.7% | $2,756-14.4% |
| Participant deferral / active EE | $5,530 | $4,036+37.0% | $4,416+25.2% | $4,299+28.6% |
| Admin fee / account holder | $8,595 | $6,959+23.5% | $8,291+3.7% | $6,940+23.8% |