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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 | $158,260 | $81,276+94.7% | $155,574+1.7% | $80,925+95.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 37.76% | 33.36%+4.4pp | 64.87%-27.1pp | 35.65%+2.1pp |
| Employer contribution / active EE | $3,695 | $3,103+19.1% | $4,676-21.0% | $2,756+34.1% |
| Participant deferral / active EE | $7,781 | $3,453+125.3% | $5,629+38.2% | $4,299+81.0% |
| Admin fee / account holder | $12,768 | $7,993+59.7% | $15,914-19.8% | $6,940+84.0% |