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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 | $120,165 | $88,707+35.5% | $74,184+62.0% | $273,972-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.79% | 11.94%+1.9pp | 17.74%-3.9pp | 41.46%-27.7pp |
| Employer contribution / active EE | $5,370 | $3,159+70.0% | $2,370+126.6% | $4,869+10.3% |
| Participant deferral / active EE | $6,373 | $4,212+51.3% | $3,550+79.5% | $5,287+20.5% |
| Admin fee / account holder | $350 | $8,717-96.0% | $5,586-93.7% | $10,133-96.5% |