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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 | $116,129 | $78,670+47.6% | $109,173+6.4% | $85,847+35.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 29.51% | 25.09%+4.4pp | 25.75%+3.8pp | 318.61%-289.1pp |
| Employer contribution / active EE | $3,181 | $2,734+16.4% | $3,723-14.6% | $2,565+24.0% |
| Participant deferral / active EE | $7,580 | $3,467+118.6% | $4,654+62.9% | $3,952+91.8% |
| Admin fee / account holder | $11,059 | $5,469+102.2% | $6,755+63.7% | $6,261+76.6% |