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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 | $156,429 | $94,436+65.6% | $115,599+35.3% | $82,637+89.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 12.98% | 18.37%-5.4pp | 111.10%-98.1pp | 53.51%-40.5pp |
| Employer contribution / active EE | $4,335 | $2,324+86.5% | $2,955+46.7% | $2,552+69.8% |
| Participant deferral / active EE | $6,360 | $3,955+60.8% | $4,889+30.1% | $4,126+54.1% |
| Admin fee / account holder | $11,939 | $10,328+15.6% | $12,841-7.0% | $7,339+62.7% |