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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 | $145,730 | $76,407+90.7% | $150,298-3.0% | $82,448+76.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.64% | 39.99%-17.4pp | 62.79%-40.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $5,369 | $2,614+105.4% | $4,154+29.3% | $2,551+110.5% |
| Participant deferral / active EE | $2,916 | $3,214-9.3% | $5,453-46.5% | $4,139-29.6% |
| Admin fee / account holder | $17,704 | $6,352+178.7% | $14,116+25.4% | $7,234+144.7% |