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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 | $124,138 | $93,598+32.6% | $135,974-8.7% | $75,173+65.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.33% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,885 | $3,538-18.5% | $4,859-40.6% | $2,671+8.0% |
| Participant deferral / active EE | $9,438 | $6,405+47.3% | $7,760+21.6% | $4,126+128.7% |
| Admin fee / account holder | $10,970 | $6,978+57.2% | $10,767+1.9% | $5,651+94.1% |