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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 | $131,879 | $67,602+95.1% | $82,312+60.2% | $70,126+88.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.72% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $6,560 | $1,755+273.8% | $2,428+170.1% | $2,343+180.0% |
| Participant deferral / active EE | $2,273 | $2,987-23.9% | $3,706-38.7% | $3,332-31.8% |
| Admin fee / account holder | $3,980 | $4,512-11.8% | $5,608-29.0% | $4,645-14.3% |