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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 | $153,377 | $72,486+111.6% | $87,103+76.1% | $72,976+110.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.97% | 24.46%-0.5pp | 28.19%-4.2pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,193 | $1,894+68.6% | $2,521+26.7% | $2,440+30.9% |
| Participant deferral / active EE | $6,967 | $3,270+113.1% | $4,049+72.1% | $3,608+93.1% |
| Admin fee / account holder | $8,750 | $5,055+73.1% | $7,491+16.8% | $5,124+70.8% |