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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 | $136,933 | $86,940+57.5% | $102,434+33.7% | $80,935+69.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.90% | 18.89%+5.0pp | 29.46%-5.6pp | 35.66%-11.8pp |
| Employer contribution / active EE | $10,972 | $2,370+363.0% | $3,023+262.9% | $2,757+298.0% |
| Participant deferral / active EE | $3,271 | $4,121-20.6% | $5,055-35.3% | $4,299-23.9% |
| Admin fee / account holder | $1,334 | $8,047-83.4% | $9,462-85.9% | $6,924-80.7% |