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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 | $117,831 | $58,493+101.4% | $84,021+40.2% | $72,975+61.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.45% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,704 | $1,163+46.5% | $1,984-14.1% | $2,440-30.2% |
| Participant deferral / active EE | $2,130 | $2,394-11.0% | $3,239-34.2% | $3,608-40.9% |
| Admin fee / account holder | $10,647 | $4,569+133.1% | $6,102+74.5% | $5,124+107.8% |