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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 | $123,383 | $86,949+41.9% | $102,460+20.4% | $80,959+52.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.10% | 18.89%+4.2pp | 29.47%-6.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $9,980 | $2,370+321.2% | $3,025+229.9% | $2,757+262.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,892 | $8,048-51.6% | $9,460-58.9% | $6,925-43.8% |