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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 | $129,125 | $72,486+78.1% | $87,103+48.2% | $72,976+76.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.08% | 24.46%-6.4pp | 28.19%-10.1pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,849 | $1,894+50.5% | $2,521+13.0% | $2,440+16.8% |
| Participant deferral / active EE | $4,853 | $3,270+48.4% | $4,049+19.9% | $3,608+34.5% |
| Admin fee / account holder | $28,488 | $5,055+463.6% | $7,491+280.3% | $5,124+456.0% |