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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 | $71,057+165.4% | $93,654+101.3% | $80,874+133.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.86% | 11.26%+2.6pp | 133.34%-119.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,358 | $1,564+50.8% | $2,421-2.6% | $2,756-14.4% |
| Participant deferral / active EE | $5,530 | $4,034+37.1% | $4,413+25.3% | $4,297+28.7% |
| Admin fee / account holder | $8,595 | $6,944+23.8% | $8,282+3.8% | $6,935+23.9% |