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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 | $187,594 | $99,633+88.3% | $183,328+2.3% | $82,448+127.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 15.80% | 17.84%-2.0pp | 29.67%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,050 | $3,256-6.3% | $5,055-39.7% | $2,551+19.6% |
| Participant deferral / active EE | $10,771 | $4,938+118.1% | $6,795+58.5% | $4,139+160.2% |
| Admin fee / account holder | $10,970 | $9,934+10.4% | $21,427-48.8% | $7,234+51.6% |