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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 | $140,410 | $87,106+61.2% | $105,607+33.0% | $80,935+73.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.90% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.8pp |
| Employer contribution / active EE | $8,312 | $2,396+246.9% | $3,167+162.5% | $2,757+201.5% |
| Participant deferral / active EE | $5,747 | $3,986+44.2% | $5,011+14.7% | $4,299+33.7% |
| Admin fee / account holder | $6,876 | $8,447-18.6% | $10,958-37.3% | $6,924-0.7% |