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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 | $138,110 | $94,436+46.2% | $115,599+19.5% | $82,637+67.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 21.38% | 18.37%+3.0pp | 111.10%-89.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $10,550 | $2,324+354.0% | $2,955+257.0% | $2,552+313.4% |
| Participant deferral / active EE | $4,728 | $3,955+19.5% | $4,889-3.3% | $4,126+14.6% |
| Admin fee / account holder | $733 | $10,328-92.9% | $12,841-94.3% | $7,339-90.0% |