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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 | $136,496 | $87,166+56.6% | $76,735+77.9% | $137,256-0.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 28.36% | 26.50%+1.9pp | 29.77%-1.4pp | 220.34%-192.0pp |
| Employer contribution / active EE | $5,397 | $2,904+85.8% | $2,454+119.9% | $4,156+29.9% |
| Participant deferral / active EE | $6,760 | $4,726+43.0% | $4,088+65.4% | $6,407+5.5% |
| Admin fee / account holder | $9,137 | $8,403+8.7% | $7,189+27.1% | $12,270-25.5% |