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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 | $134,165 | $73,988+81.3% | $96,538+39.0% | $75,177+78.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 27.89% | 26.73%+1.2pp | 35.74%-7.8pp | 160.75%-132.9pp |
| Employer contribution / active EE | $3,407 | $2,930+16.3% | $3,740-8.9% | $2,671+27.6% |
| Participant deferral / active EE | $3,454 | $3,660-5.7% | $4,880-29.2% | $4,126-16.3% |
| Admin fee / account holder | $2,900 | $5,220-44.4% | $6,737-57.0% | $5,651-48.7% |