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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 | $128,913 | $72,486+77.8% | $87,103+48.0% | $72,976+76.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.19% | 24.46%-4.3pp | 28.19%-8.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,423 | $1,894+28.0% | $2,521-3.9% | $2,440-0.7% |
| Participant deferral / active EE | $6,206 | $3,270+89.8% | $4,049+53.3% | $3,608+72.0% |
| Admin fee / account holder | $10,474 | $5,055+107.2% | $7,491+39.8% | $5,124+104.4% |