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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 | $112,919 | $80,992+39.4% | $96,534+17.0% | $75,173+50.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.37% | 27.05%-12.7pp | 25.88%-11.5pp | 160.72%-146.3pp |
| Employer contribution / active EE | $7,223 | $2,283+216.4% | $2,965+143.6% | $2,671+170.4% |
| Participant deferral / active EE | $5,078 | $3,929+29.2% | $4,851+4.7% | $4,126+23.1% |
| Admin fee / account holder | $10,443 | $6,717+55.5% | $8,253+26.5% | $5,651+84.8% |