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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 | $71,208+87.6% | $93,681+42.6% | $80,911+65.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.77% | 11.27%+3.5pp | 133.47%-118.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,766 | $1,564+76.8% | $2,422+14.2% | $2,756+0.4% |
| Participant deferral / active EE | $6,330 | $4,035+56.9% | $4,415+43.4% | $4,297+47.3% |
| Admin fee / account holder | $9,982 | $6,951+43.6% | $8,290+20.4% | $6,935+43.9% |