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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 | $196,085 | $94,031+108.5% | $115,768+69.4% | $82,448+137.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.31% | 20.61%-4.3pp | 100.46%-84.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,165 | $2,323+36.2% | $2,940+7.7% | $2,551+24.1% |
| Participant deferral / active EE | $8,606 | $3,972+116.7% | $4,917+75.0% | $4,139+107.9% |
| Admin fee / account holder | $9,413 | $10,249-8.2% | $12,439-24.3% | $7,234+30.1% |