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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 | $136,072 | $86,949+56.5% | $102,460+32.8% | $80,959+68.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.68% | 18.89%+0.8pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $6,740 | $2,370+184.4% | $3,025+122.8% | $2,757+144.4% |
| Participant deferral / active EE | $2,994 | $4,121-27.3% | $5,056-40.8% | $4,300-30.4% |
| Admin fee / account holder | $9,509 | $8,048+18.2% | $9,460+0.5% | $6,925+37.3% |