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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 | $147,369 | $103,392+42.5% | $87,104+69.2% | $152,897-3.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 29.52% | 28.10%+1.4pp | 28.19%+1.3pp | 345.43%-315.9pp |
| Employer contribution / active EE | $5,175 | $3,221+60.7% | $2,521+105.3% | $4,764+8.6% |
| Participant deferral / active EE | $12,165 | $4,778+154.6% | $4,048+200.5% | $5,851+107.9% |
| Admin fee / account holder | $9,179 | $12,194-24.7% | $7,491+22.5% | $11,599-20.9% |