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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 | $141,490 | $46,596+203.7% | $64,099+120.7% | $75,181+88.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.89% | 26.04%-11.2pp | 33.70%-18.8pp | 160.69%-145.8pp |
| Employer contribution / active EE | $4,127 | $1,975+109.0% | $2,748+50.2% | $2,671+54.5% |
| Participant deferral / active EE | $6,693 | $2,837+135.9% | $3,881+72.4% | $4,126+62.2% |
| Admin fee / account holder | $3,830 | $2,954+29.6% | $3,070+24.7% | $5,650-32.2% |