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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 | $157,337 | $71,208+121.0% | $93,681+68.0% | $80,911+94.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.41% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,148 | $1,564+37.3% | $2,422-11.3% | $2,756-22.1% |
| Participant deferral / active EE | $4,451 | $4,035+10.3% | $4,415+0.8% | $4,297+3.6% |
| Admin fee / account holder | $7,514 | $6,951+8.1% | $8,290-9.4% | $6,935+8.3% |