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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 | $102,036 | $93,586+9.0% | $135,925-24.9% | $75,173+35.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.56% | 30.90%-15.3pp | 68.25%-52.7pp | 160.65%-145.1pp |
| Employer contribution / active EE | $5,014 | $3,537+41.7% | $4,857+3.2% | $2,670+87.8% |
| Participant deferral / active EE | $8,769 | $6,405+36.9% | $7,759+13.0% | $4,126+112.5% |
| Admin fee / account holder | $10,172 | $6,977+45.8% | $10,764-5.5% | $5,651+80.0% |