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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 | $145,866 | $93,617+55.8% | $135,982+7.3% | $75,177+94.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.45% | 30.89%-5.4pp | 68.32%-42.9pp | 160.75%-135.3pp |
| Employer contribution / active EE | $4,569 | $3,538+29.1% | $4,859-6.0% | $2,671+71.1% |
| Participant deferral / active EE | $18,523 | $6,406+189.2% | $7,760+138.7% | $4,126+348.9% |
| Admin fee / account holder | $7,601 | $6,980+8.9% | $10,767-29.4% | $5,651+34.5% |