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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 | $131,294 | $81,476+61.1% | $102,383+28.2% | $80,925+62.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 26.44% | 25.59%+0.8pp | 24.94%+1.5pp | 35.65%-9.2pp |
| Employer contribution / active EE | $18,948 | $3,105+510.3% | $3,870+389.6% | $2,756+587.4% |
| Participant deferral / active EE | $2,458 | $3,871-36.5% | $5,060-51.4% | $4,299-42.8% |
| Admin fee / account holder | $1,090 | $6,717-83.8% | $8,391-87.0% | $6,940-84.3% |