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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 | $123,561 | $80,983+52.6% | $96,544+28.0% | $75,177+64.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.40% | 27.05%-10.6pp | 25.88%-9.5pp | 160.75%-144.3pp |
| Employer contribution / active EE | $6,836 | $2,282+199.5% | $2,966+130.5% | $2,671+155.9% |
| Participant deferral / active EE | $7,145 | $3,929+81.9% | $4,851+47.3% | $4,126+73.1% |
| Admin fee / account holder | $7,942 | $6,717+18.3% | $8,254-3.8% | $5,651+40.5% |