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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 | $133,603 | $71,230+87.6% | $93,727+42.5% | $80,959+65.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 14.77% | 11.26%+3.5pp | 133.83%-119.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,766 | $1,565+76.7% | $2,421+14.2% | $2,757+0.3% |
| Participant deferral / active EE | $6,330 | $4,037+56.8% | $4,417+43.3% | $4,300+47.2% |
| Admin fee / account holder | $9,982 | $6,961+43.4% | $8,292+20.4% | $6,925+44.1% |