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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 | $117,937 | $80,992+45.6% | $96,534+22.2% | $75,173+56.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.61% | 27.05%-7.4pp | 25.88%-6.3pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,863 | $2,283+25.4% | $2,965-3.4% | $2,671+7.2% |
| Participant deferral / active EE | $8,715 | $3,929+121.8% | $4,851+79.6% | $4,126+111.2% |
| Admin fee / account holder | $11,129 | $6,717+65.7% | $8,253+34.8% | $5,651+97.0% |