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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 | $171,783 | $88,042+95.1% | $138,135+24.4% | $79,856+115.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 12.95% | 20.58%-7.6pp | 20.51%-7.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $5,786 | $3,103+86.5% | $5,587+3.6% | $2,471+134.1% |
| Participant deferral / active EE | $6,182 | $4,704+31.4% | $6,431-3.9% | $3,741+65.3% |
| Admin fee / account holder | $13,199 | $7,791+69.4% | $11,856+11.3% | $5,306+148.7% |