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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 | $182,114 | $95,404+90.9% | $113,397+60.6% | $82,637+120.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.33% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $5,699 | $2,307+147.1% | $2,977+91.4% | $2,552+123.3% |
| Participant deferral / active EE | $4,581 | $4,220+8.6% | $5,076-9.8% | $4,126+11.0% |
| Admin fee / account holder | $8,911 | $9,168-2.8% | $11,957-25.5% | $7,339+21.4% |