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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 | $128,786 | $78,425+64.2% | $95,956+34.2% | $79,858+61.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.31% | 19.37%-4.1pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,438 | $1,945+25.3% | $2,541-4.0% | $2,471-1.3% |
| Participant deferral / active EE | $5,609 | $3,440+63.0% | $4,167+34.6% | $3,740+50.0% |
| Admin fee / account holder | $1,871 | $5,622-66.7% | $6,797-72.5% | $5,306-64.7% |