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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 | $80,930 | $78,707+2.8% | $117,861-31.3% | $70,126+15.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 30.93% | 23.30%+7.6pp | 335.11%-304.2pp | 73.15%-42.2pp |
| Employer contribution / active EE | $4,004 | $2,223+80.1% | $3,786+5.8% | $2,343+70.9% |
| Participant deferral / active EE | $5,174 | $3,297+56.9% | $4,482+15.4% | $3,332+55.3% |
| Admin fee / account holder | $8,351 | $5,066+64.9% | $8,021+4.1% | $4,645+79.8% |