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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 | $138,063 | $81,476+69.5% | $102,383+34.8% | $80,925+70.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 23.51% | 25.59%-2.1pp | 24.94%-1.4pp | 35.65%-12.1pp |
| Employer contribution / active EE | $18,203 | $3,105+486.3% | $3,870+370.3% | $2,756+560.4% |
| Participant deferral / active EE | $10,238 | $3,871+164.5% | $5,060+102.4% | $4,299+138.2% |
| Admin fee / account holder | $39,439 | $6,717+487.1% | $8,391+370.0% | $6,940+468.3% |