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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 | $150,123 | $72,486+107.1% | $87,103+72.4% | $72,976+105.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.30% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $4,156 | $1,894+119.4% | $2,521+64.8% | $2,440+70.3% |
| Participant deferral / active EE | $4,538 | $3,270+38.8% | $4,049+12.1% | $3,608+25.8% |
| Admin fee / account holder | $5,788 | $5,055+14.5% | $7,491-22.7% | $5,124+12.9% |