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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 | $99,074 | $80,983+22.3% | $96,544+2.6% | $75,177+31.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.51% | 27.05%-11.5pp | 25.88%-10.4pp | 160.75%-145.2pp |
| Employer contribution / active EE | $3,256 | $2,282+42.7% | $2,966+9.8% | $2,671+21.9% |
| Participant deferral / active EE | $4,865 | $3,929+23.8% | $4,851+0.3% | $4,126+17.9% |
| Admin fee / account holder | $16,698 | $6,717+148.6% | $8,254+102.3% | $5,651+195.5% |