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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 | $114,966 | $57,828+98.8% | $117,039-1.8% | $70,126+63.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.22% | 17.55%-2.3pp | 18.95%-3.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $10,673 | $1,816+487.7% | $3,785+182.0% | $2,343+355.6% |
| Participant deferral / active EE | $2,374 | $2,438-2.6% | $3,929-39.6% | $3,332-28.7% |
| Admin fee / account holder | $10,152 | $3,548+186.1% | $5,974+69.9% | $4,645+118.5% |