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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 | $161,975 | $87,834+84.4% | $133,975+20.9% | $62,881+157.6% |
| Participation rate | 96.7% | 83.4%+13.3pp | 87.1%+9.6pp | 69.3%+27.4pp |
| Annual return | 6.80% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,252 | $3,482+22.1% | $5,211-18.4% | $2,281+86.4% |
| Participant deferral / active EE | $3,742 | $4,812-22.2% | $6,282-40.4% | $3,203+16.8% |
| Admin fee / account holder | $35,936 | $5,372+568.9% | $9,324+285.4% | $4,296+736.6% |