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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 | $131,315 | $78,707+66.8% | $117,861+11.4% | $70,126+87.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.98% | 23.30%-9.3pp | 335.11%-321.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,669 | $2,223+65.0% | $3,786-3.1% | $2,343+56.6% |
| Participant deferral / active EE | $2,352 | $3,297-28.7% | $4,482-47.5% | $3,332-29.4% |
| Admin fee / account holder | $3,209 | $5,066-36.7% | $8,021-60.0% | $4,645-30.9% |