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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 | $122,265 | $74,535+64.0% | $100,712+21.4% | $82,637+48.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.19% | 18.92%-1.7pp | 33.27%-16.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $10,005 | $1,503+565.9% | $2,313+332.6% | $2,552+292.0% |
| Participant deferral / active EE | $3,847 | $3,074+25.2% | $4,085-5.8% | $4,126-6.8% |
| Admin fee / account holder | $414 | $6,576-93.7% | $9,256-95.5% | $7,339-94.4% |