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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 | $120,506 | $94,439+27.6% | $73,658+63.6% | $154,746-22.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.88% | 28.25%-16.4pp | 29.72%-17.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,289 | $1,257+82.0% | $1,032+121.7% | $4,379-47.7% |
| Participant deferral / active EE | $22,054 | $2,527+772.7% | $2,062+969.6% | $6,730+227.7% |
| Admin fee / account holder | $5,057 | $3,843+31.6% | $3,357+50.6% | $14,365-64.8% |