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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 | $149,677 | $87,834+70.4% | $133,975+11.7% | $62,881+138.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.92% | 12.05%-1.1pp | 29.29%-18.4pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,860 | $3,482-46.6% | $5,211-64.3% | $2,281-18.5% |
| Participant deferral / active EE | $2,334 | $4,812-51.5% | $6,282-62.8% | $3,203-27.1% |
| Admin fee / account holder | $6,097 | $5,372+13.5% | $9,324-34.6% | $4,296+41.9% |