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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 | $141,015 | $72,486+94.5% | $87,103+61.9% | $72,976+93.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.04% | 24.46%-4.4pp | 28.19%-8.1pp | 81.02%-61.0pp |
| Employer contribution / active EE | $13,533 | $1,894+614.6% | $2,521+436.7% | $2,440+454.6% |
| Participant deferral / active EE | $8,870 | $3,270+171.3% | $4,049+119.1% | $3,608+145.9% |
| Admin fee / account holder | $25,715 | $5,055+408.7% | $7,491+243.3% | $5,124+401.8% |