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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 | $128,362 | $88,707+44.7% | $74,184+73.0% | $273,972-53.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 38.59% | 11.94%+26.7pp | 17.74%+20.9pp | 41.46%-2.9pp |
| Employer contribution / active EE | $2,348 | $3,159-25.7% | $2,370-0.9% | $4,869-51.8% |
| Participant deferral / active EE | $6,158 | $4,212+46.2% | $3,550+73.5% | $5,287+16.5% |
| Admin fee / account holder | $14,470 | $8,717+66.0% | $5,586+159.0% | $10,133+42.8% |