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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 | $127,419 | $78,707+61.9% | $117,861+8.1% | $70,126+81.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.01% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,276 | $2,223+2.4% | $3,786-39.9% | $2,343-2.8% |
| Participant deferral / active EE | $5,650 | $3,297+71.4% | $4,482+26.1% | $3,332+69.6% |
| Admin fee / account holder | $1,042 | $5,066-79.4% | $8,021-87.0% | $4,645-77.6% |