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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 | $107,510 | $81,331+32.2% | $155,534-30.9% | $80,935+32.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 35.23% | 33.37%+1.9pp | 64.92%-29.7pp | 35.66%-0.4pp |
| Employer contribution / active EE | $8,682 | $3,105+179.6% | $4,675+85.7% | $2,757+214.9% |
| Participant deferral / active EE | $3,079 | $3,454-10.9% | $5,630-45.3% | $4,299-28.4% |
| Admin fee / account holder | $1,340 | $7,999-83.2% | $15,900-91.6% | $6,924-80.6% |