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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 | $129,986 | $86,949+49.5% | $102,460+26.9% | $80,959+60.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.64% | 18.89%-8.3pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $3,775 | $2,370+59.3% | $3,025+24.8% | $2,757+36.9% |
| Participant deferral / active EE | $6,712 | $4,121+62.9% | $5,056+32.7% | $4,300+56.1% |
| Admin fee / account holder | $27,042 | $8,048+236.0% | $9,460+185.9% | $6,925+290.5% |