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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 | $184,669 | $123,478+49.6% | $216,567-14.7% | $94,015+96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 13.52% | 23.61%-10.1pp | 12.94%+0.6pp | 17.84%-4.3pp |
| Employer contribution / active EE | $999 | $3,136-68.1% | $5,216-80.8% | $2,790-64.2% |
| Participant deferral / active EE | $7,072 | $4,556+55.2% | $6,191+14.2% | $4,249+66.4% |
| Admin fee / account holder | $10,457 | $12,753-18.0% | $21,981-52.4% | $8,951+16.8% |