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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 | $139,675 | $78,707+77.5% | $117,861+18.5% | $70,126+99.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.16% | 23.30%-10.1pp | 335.11%-321.9pp | 73.15%-60.0pp |
| Employer contribution / active EE | $4,360 | $2,223+96.1% | $3,786+15.2% | $2,343+86.1% |
| Participant deferral / active EE | $4,359 | $3,297+32.2% | $4,482-2.7% | $3,332+30.8% |
| Admin fee / account holder | $5,133 | $5,066+1.3% | $8,021-36.0% | $4,645+10.5% |