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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 | $128,557 | $71,230+80.5% | $93,727+37.2% | $80,959+58.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.80% | 11.26%+8.5pp | 133.83%-114.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $2,604 | $1,565+66.4% | $2,421+7.5% | $2,757-5.5% |
| Participant deferral / active EE | $3,886 | $4,037-3.7% | $4,417-12.0% | $4,300-9.6% |
| Admin fee / account holder | $8,872 | $6,961+27.4% | $8,292+7.0% | $6,925+28.1% |