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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 | $204,020 | $106,524+91.5% | $152,301+34.0% | $87,485+133.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.62% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,845 | $3,371+14.0% | $4,624-16.9% | $2,596+48.1% |
| Participant deferral / active EE | $9,274 | $6,525+42.1% | $8,004+15.9% | $4,274+117.0% |
| Admin fee / account holder | $1,125 | $8,287-86.4% | $14,398-92.2% | $7,775-85.5% |