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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 | $114,902 | $83,485+37.6% | $125,192-8.2% | $72,975+57.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.74% | 25.77%-7.0pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $2,780 | $2,346+18.5% | $3,866-28.1% | $2,440+13.9% |
| Participant deferral / active EE | $8,339 | $3,586+132.5% | $4,937+68.9% | $3,608+131.1% |
| Admin fee / account holder | $24,208 | $5,518+338.7% | $9,704+149.5% | $5,124+372.5% |