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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 | $123,504 | $67,602+82.7% | $82,312+50.0% | $70,126+76.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.83% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $3,071 | $1,755+75.0% | $2,428+26.5% | $2,343+31.1% |
| Participant deferral / active EE | $6,452 | $2,987+116.0% | $3,706+74.1% | $3,332+93.7% |
| Admin fee / account holder | $14,677 | $4,512+225.3% | $5,608+161.7% | $4,645+215.9% |