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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 | $157,297 | $80,992+94.2% | $96,534+62.9% | $75,173+109.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.51% | 27.05%-9.5pp | 25.88%-8.4pp | 160.72%-143.2pp |
| Employer contribution / active EE | $6,219 | $2,283+172.5% | $2,965+109.7% | $2,671+132.9% |
| Participant deferral / active EE | $5,848 | $3,929+48.8% | $4,851+20.5% | $4,126+41.7% |
| Admin fee / account holder | $4,318 | $6,717-35.7% | $8,253-47.7% | $5,651-23.6% |