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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 | $144,137 | $101,763+41.6% | $164,866-12.6% | $80,874+78.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 35.61% | 16.73%+18.9pp | 69.97%-34.4pp | 35.62%0pp |
| Employer contribution / active EE | $1,588 | $2,954-46.2% | $4,343-63.4% | $2,756-42.4% |
| Participant deferral / active EE | $4,935 | $4,477+10.2% | $6,033-18.2% | $4,297+14.8% |
| Admin fee / account holder | $11,563 | $8,228+40.5% | $12,689-8.9% | $6,935+66.7% |