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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 | $118,956 | $72,027+65.2% | $185,861-36.0% | $79,856+49.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.51% | 23.13%-10.6pp | 35.96%-23.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,217 | $1,965+114.6% | $4,088+3.2% | $2,471+70.6% |
| Participant deferral / active EE | $10,535 | $3,780+178.7% | $5,634+87.0% | $3,741+181.6% |
| Admin fee / account holder | $5,126 | $4,513+13.6% | $9,503-46.1% | $5,306-3.4% |