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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 | $124,752 | $67,602+84.5% | $82,312+51.6% | $70,126+77.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.41% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $3,344 | $1,755+90.6% | $2,428+37.7% | $2,343+42.8% |
| Participant deferral / active EE | $4,925 | $2,987+64.9% | $3,706+32.9% | $3,332+47.8% |
| Admin fee / account holder | $59,246 | $4,512+1213.2% | $5,608+956.5% | $4,645+1175.3% |