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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 | $86,938+56.5% | $102,423+32.9% | $80,925+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 | 29.42%-9.7pp | 35.65%-16.0pp |
| Employer contribution / active EE | $6,740 | $2,369+184.5% | $3,023+123.0% | $2,756+144.5% |
| Participant deferral / active EE | $2,994 | $4,120-27.3% | $5,054-40.8% | $4,299-30.3% |
| Admin fee / account holder | $9,509 | $8,053+18.1% | $9,455+0.6% | $6,940+37.0% |