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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 | $81,331+94.6% | $155,534+1.8% | $80,935+95.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 37.76% | 33.37%+4.4pp | 64.92%-27.2pp | 35.66%+2.1pp |
| Employer contribution / active EE | $3,695 | $3,105+19.0% | $4,675-21.0% | $2,757+34.0% |
| Participant deferral / active EE | $7,781 | $3,454+125.2% | $5,630+38.2% | $4,299+81.0% |
| Admin fee / account holder | $12,768 | $7,999+59.6% | $15,900-19.7% | $6,924+84.4% |