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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 | $195,415 | $80,992+141.3% | $96,534+102.4% | $75,173+160.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.91% | 27.05%-12.1pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $2,279 | $2,283-0.2% | $2,965-23.2% | $2,671-14.7% |
| Participant deferral / active EE | $8,630 | $3,929+119.6% | $4,851+77.9% | $4,126+109.1% |
| Admin fee / account holder | $4,360 | $6,717-35.1% | $8,253-47.2% | $5,651-22.8% |