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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 | $145,506 | $78,423+85.5% | $95,964+51.6% | $79,856+82.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.32% | 19.37%-2.1pp | 91.64%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,065 | $1,945+6.1% | $2,541-18.8% | $2,471-16.5% |
| Participant deferral / active EE | $5,909 | $3,440+71.8% | $4,167+41.8% | $3,741+58.0% |
| Admin fee / account holder | $6,160 | $5,622+9.6% | $6,797-9.4% | $5,306+16.1% |