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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 | $86,919+56.6% | $102,457+32.8% | $80,911+68.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.96% | 18.90%-1.9pp | 29.41%-12.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $4,954 | $2,368+109.2% | $3,022+63.9% | $2,756+79.8% |
| Participant deferral / active EE | $9,364 | $4,119+127.3% | $5,054+85.3% | $4,297+117.9% |
| Admin fee / account holder | $53,112 | $8,049+559.8% | $9,451+461.9% | $6,935+665.9% |