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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 | $121,177 | $83,485+45.1% | $125,195-3.2% | $72,976+66.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.73% | 25.77%-7.0pp | 43.79%-25.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,959 | $2,346+26.1% | $3,866-23.5% | $2,440+21.3% |
| Participant deferral / active EE | $4,305 | $3,586+20.0% | $4,937-12.8% | $3,608+19.3% |
| Admin fee / account holder | $12,615 | $5,518+128.6% | $9,704+30.0% | $5,124+146.2% |