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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 | $99,547 | $67,602+47.3% | $82,312+20.9% | $70,126+42.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.11% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $11,382 | $1,755+548.5% | $2,428+368.7% | $2,343+385.9% |
| Participant deferral / active EE | $4,448 | $2,987+48.9% | $3,706+20.0% | $3,332+33.5% |
| Admin fee / account holder | $1,166 | $4,512-74.1% | $5,608-79.2% | $4,645-74.9% |