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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 | $224,759 | $76,834+192.5% | $108,359+107.4% | $87,485+156.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 19.86% | 19.09%+0.8pp | 36.89%-17.0pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,743 | $1,556+12.0% | $2,399-27.3% | $2,596-32.8% |
| Participant deferral / active EE | $4,046 | $3,100+30.5% | $4,137-2.2% | $4,274-5.3% |
| Admin fee / account holder | $1,391 | $6,537-78.7% | $9,741-85.7% | $7,775-82.1% |