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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 | $77,574+189.7% | $108,753+106.7% | $86,983+158.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 19.86% | 18.42%+1.4pp | 37.47%-17.6pp | 25.83%-6.0pp |
| Employer contribution / active EE | $1,743 | $1,611+8.2% | $2,427-28.2% | $2,584-32.5% |
| Participant deferral / active EE | $4,046 | $3,128+29.3% | $4,115-1.7% | $4,194-3.5% |
| Admin fee / account holder | $1,391 | $6,529-78.7% | $10,320-86.5% | $7,856-82.3% |