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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 | $123,686 | $93,598+32.1% | $135,974-9.0% | $75,173+64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.05% | 30.89%-13.8pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,532 | $3,538-0.2% | $4,859-27.3% | $2,671+32.3% |
| Participant deferral / active EE | $9,961 | $6,405+55.5% | $7,760+28.4% | $4,126+141.4% |
| Admin fee / account holder | $13,501 | $6,978+93.5% | $10,767+25.4% | $5,651+138.9% |