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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 | $139,996 | $87,834+59.4% | $133,975+4.5% | $62,881+122.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.03% | 12.05%-3.0pp | 29.29%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,443 | $3,482-58.6% | $5,211-72.3% | $2,281-36.7% |
| Participant deferral / active EE | $12,114 | $4,812+151.8% | $6,282+92.9% | $3,203+278.2% |
| Admin fee / account holder | $26,052 | $5,372+384.9% | $9,324+179.4% | $4,296+506.5% |