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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 | $138,370 | $72,486+90.9% | $87,103+58.9% | $72,976+89.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 78.98% | 24.46%+54.5pp | 28.19%+50.8pp | 81.02%-2.0pp |
| Employer contribution / active EE | $5,904 | $1,894+211.8% | $2,521+134.2% | $2,440+142.0% |
| Participant deferral / active EE | $5,635 | $3,270+72.3% | $4,049+39.2% | $3,608+56.2% |
| Admin fee / account holder | $8,607 | $5,055+70.3% | $7,491+14.9% | $5,124+68.0% |