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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 | $93,617+9.0% | $135,982-25.0% | $75,177+35.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.56% | 30.89%-15.3pp | 68.32%-52.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $5,014 | $3,538+41.7% | $4,859+3.2% | $2,671+87.7% |
| Participant deferral / active EE | $8,769 | $6,406+36.9% | $7,760+13.0% | $4,126+112.5% |
| Admin fee / account holder | $10,172 | $6,980+45.7% | $10,767-5.5% | $5,651+80.0% |