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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 | $98,854 | $72,486+36.4% | $87,103+13.5% | $72,976+35.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.86% | 24.46%-2.6pp | 28.19%-6.3pp | 81.02%-59.2pp |
| Employer contribution / active EE | $3,694 | $1,894+95.0% | $2,521+46.5% | $2,440+51.4% |
| Participant deferral / active EE | $4,479 | $3,270+37.0% | $4,049+10.6% | $3,608+24.2% |
| Admin fee / account holder | $14,974 | $5,055+196.2% | $7,491+99.9% | $5,124+192.2% |