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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 | $117,616 | $73,978+59.0% | $96,515+21.9% | $75,173+56.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.73% | 26.72%-7.0pp | 35.73%-16.0pp | 160.72%-141.0pp |
| Employer contribution / active EE | $4,082 | $2,931+39.3% | $3,740+9.2% | $2,671+52.8% |
| Participant deferral / active EE | $10,331 | $3,660+182.3% | $4,880+111.7% | $4,126+150.4% |
| Admin fee / account holder | $2,540 | $5,219-51.3% | $6,735-62.3% | $5,651-55.1% |