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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 | $71,230+164.7% | $93,727+101.2% | $80,959+132.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.86% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,358 | $1,565+50.7% | $2,421-2.6% | $2,757-14.5% |
| Participant deferral / active EE | $5,530 | $4,037+37.0% | $4,417+25.2% | $4,300+28.6% |
| Admin fee / account holder | $8,595 | $6,961+23.5% | $8,292+3.7% | $6,925+24.1% |