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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 | $119,769 | $80,983+47.9% | $96,544+24.1% | $75,177+59.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.56% | 27.05%-9.5pp | 25.88%-8.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,078 | $2,282+34.8% | $2,966+3.8% | $2,671+15.2% |
| Participant deferral / active EE | $3,846 | $3,929-2.1% | $4,851-20.7% | $4,126-6.8% |
| Admin fee / account holder | $4,523 | $6,717-32.7% | $8,254-45.2% | $5,651-20.0% |