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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 | $169,338 | $79,955+111.8% | $98,461+72.0% | $75,173+125.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.63% | 19.75%-1.1pp | 21.17%-2.5pp | 160.72%-142.1pp |
| Employer contribution / active EE | $5,157 | $2,264+127.8% | $3,049+69.1% | $2,671+93.1% |
| Participant deferral / active EE | $6,122 | $3,752+63.2% | $4,738+29.2% | $4,126+48.4% |
| Admin fee / account holder | $9,543 | $6,841+39.5% | $8,961+6.5% | $5,651+68.9% |