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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 | $194,740 | $72,486+168.7% | $87,103+123.6% | $72,976+166.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.39% | 24.46%+0.9pp | 28.19%-2.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $4,269 | $1,894+125.4% | $2,521+69.3% | $2,440+75.0% |
| Participant deferral / active EE | $6,066 | $3,270+85.5% | $4,049+49.8% | $3,608+68.1% |
| Admin fee / account holder | $5,736 | $5,055+13.5% | $7,491-23.4% | $5,124+11.9% |