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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 | $108,016 | $93,617+15.4% | $135,982-20.6% | $75,177+43.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.95% | 30.89%-12.9pp | 68.32%-50.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $4,237 | $3,538+19.7% | $4,859-12.8% | $2,671+58.6% |
| Participant deferral / active EE | $8,947 | $6,406+39.7% | $7,760+15.3% | $4,126+116.8% |
| Admin fee / account holder | $1,290 | $6,980-81.5% | $10,767-88.0% | $5,651-77.2% |