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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 | $121,986 | $80,983+50.6% | $96,544+26.4% | $75,177+62.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.92% | 27.05%-10.1pp | 25.88%-9.0pp | 160.75%-143.8pp |
| Employer contribution / active EE | $3,384 | $2,282+48.2% | $2,966+14.1% | $2,671+26.7% |
| Participant deferral / active EE | $4,714 | $3,929+20.0% | $4,851-2.8% | $4,126+14.2% |
| Admin fee / account holder | $7,159 | $6,717+6.6% | $8,254-13.3% | $5,651+26.7% |