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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 | $96,784 | $67,602+43.2% | $82,312+17.6% | $70,126+38.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.12% | 21.57%-0.4pp | 25.88%-4.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $2,533 | $1,755+44.3% | $2,428+4.3% | $2,343+8.1% |
| Participant deferral / active EE | $2,838 | $2,987-5.0% | $3,706-23.4% | $3,332-14.8% |
| Admin fee / account holder | $11,981 | $4,512+165.6% | $5,608+113.7% | $4,645+157.9% |