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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 | $119,469 | $93,617+27.6% | $135,982-12.1% | $75,177+58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.76% | 30.89%-14.1pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $5,253 | $3,538+48.5% | $4,859+8.1% | $2,671+96.7% |
| Participant deferral / active EE | $10,093 | $6,406+57.6% | $7,760+30.1% | $4,126+144.6% |
| Admin fee / account holder | $13,638 | $6,980+95.4% | $10,767+26.7% | $5,651+141.3% |