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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 | $106,775 | $70,486+51.5% | $100,535+6.2% | $79,856+33.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.12% | 21.90%-6.8pp | 30.90%-15.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,425 | $2,165+58.2% | $3,419+0.2% | $2,471+38.6% |
| Participant deferral / active EE | $7,405 | $5,182+42.9% | $6,271+18.1% | $3,741+98.0% |
| Admin fee / account holder | $10,561 | $4,480+135.7% | $8,085+30.6% | $5,306+99.0% |