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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 | $108,443 | $80,983+33.9% | $96,544+12.3% | $75,177+44.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.78% | 27.05%-10.3pp | 25.88%-9.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $4,595 | $2,282+101.3% | $2,966+54.9% | $2,671+72.0% |
| Participant deferral / active EE | $1,933 | $3,929-50.8% | $4,851-60.1% | $4,126-53.1% |
| Admin fee / account holder | $6,949 | $6,717+3.5% | $8,254-15.8% | $5,651+23.0% |