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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 | $139,361 | $70,486+97.7% | $100,528+38.6% | $79,852+74.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.47% | 21.90%-8.4pp | 30.90%-17.4pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,870 | $2,165+78.8% | $3,419+13.2% | $2,471+56.6% |
| Participant deferral / active EE | $10,152 | $5,182+95.9% | $6,271+61.9% | $3,740+171.4% |
| Admin fee / account holder | $5,638 | $4,480+25.9% | $8,084-30.3% | $5,306+6.3% |