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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 | $151,465 | $76,834+97.1% | $108,359+39.8% | $87,485+73.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 18.50% | 19.09%-0.6pp | 36.89%-18.4pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,935 | $1,556+88.6% | $2,399+22.3% | $2,596+13.1% |
| Participant deferral / active EE | $4,320 | $3,100+39.3% | $4,137+4.4% | $4,274+1.1% |
| Admin fee / account holder | $12,404 | $6,537+89.7% | $9,741+27.3% | $7,775+59.5% |