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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 | $104,077 | $73,978+40.7% | $96,515+7.8% | $75,173+38.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.28% | 26.72%-2.4pp | 35.73%-11.4pp | 160.72%-136.4pp |
| Employer contribution / active EE | $2,031 | $2,931-30.7% | $3,740-45.7% | $2,671-24.0% |
| Participant deferral / active EE | $5,128 | $3,660+40.1% | $4,880+5.1% | $4,126+24.3% |
| Admin fee / account holder | $7,431 | $5,219+42.4% | $6,735+10.3% | $5,651+31.5% |