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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 | $99,548 | $80,992+22.9% | $96,534+3.1% | $75,173+32.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.18% | 27.05%-13.9pp | 25.88%-12.7pp | 160.72%-147.5pp |
| Employer contribution / active EE | $3,213 | $2,283+40.8% | $2,965+8.4% | $2,671+20.3% |
| Participant deferral / active EE | $7,597 | $3,929+93.3% | $4,851+56.6% | $4,126+84.1% |
| Admin fee / account holder | $9,311 | $6,717+38.6% | $8,253+12.8% | $5,651+64.8% |