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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 | $103,076 | $93,617+10.1% | $135,982-24.2% | $75,177+37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.29% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.5pp |
| Employer contribution / active EE | $4,383 | $3,538+23.9% | $4,859-9.8% | $2,671+64.1% |
| Participant deferral / active EE | $9,968 | $6,406+55.6% | $7,760+28.5% | $4,126+141.6% |
| Admin fee / account holder | $7,986 | $6,980+14.4% | $10,767-25.8% | $5,651+41.3% |