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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 | $139,214 | $67,606+105.9% | $82,313+69.1% | $70,124+98.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.43% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $8,526 | $1,755+385.8% | $2,428+251.1% | $2,342+264.0% |
| Participant deferral / active EE | $3,312 | $2,987+10.9% | $3,706-10.6% | $3,332-0.6% |
| Admin fee / account holder | $5,255 | $4,512+16.5% | $5,608-6.3% | $4,645+13.1% |