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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 | $150,166 | $101,795+47.5% | $165,100-9.0% | $80,959+85.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.69% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $8,092 | $2,954+174.0% | $4,348+86.1% | $2,757+193.5% |
| Participant deferral / active EE | $4,641 | $4,476+3.7% | $6,035-23.1% | $4,300+7.9% |
| Admin fee / account holder | $11,381 | $8,221+38.4% | $12,696-10.4% | $6,925+64.3% |