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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 | $137,991 | $67,602+104.1% | $82,312+67.6% | $70,126+96.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.25% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $5,274 | $1,755+200.5% | $2,428+117.2% | $2,343+125.1% |
| Participant deferral / active EE | $3,657 | $2,987+22.4% | $3,706-1.3% | $3,332+9.8% |
| Admin fee / account holder | $2,789 | $4,512-38.2% | $5,608-50.3% | $4,645-40.0% |