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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 | $119,132 | $87,834+35.6% | $133,975-11.1% | $62,881+89.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.00% | 12.05%-5.0pp | 29.29%-22.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,962 | $3,482+42.5% | $5,211-4.8% | $2,281+117.6% |
| Participant deferral / active EE | $11,427 | $4,812+137.5% | $6,282+81.9% | $3,203+256.8% |
| Admin fee / account holder | $18,845 | $5,372+250.8% | $9,324+102.1% | $4,296+338.7% |