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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 | $136,077 | $86,949+56.5% | $102,460+32.8% | $80,959+68.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.96% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $4,954 | $2,370+109.0% | $3,025+63.8% | $2,757+79.7% |
| Participant deferral / active EE | $9,364 | $4,121+127.2% | $5,056+85.2% | $4,300+117.7% |
| Admin fee / account holder | $53,112 | $8,048+560.0% | $9,460+461.4% | $6,925+666.9% |