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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 | $161,409 | $80,992+99.3% | $96,534+67.2% | $75,173+114.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.87% | 27.05%-5.2pp | 25.88%-4.0pp | 160.72%-138.9pp |
| Employer contribution / active EE | $1,455 | $2,283-36.3% | $2,965-51.0% | $2,671-45.5% |
| Participant deferral / active EE | $7,272 | $3,929+85.1% | $4,851+49.9% | $4,126+76.2% |
| Admin fee / account holder | $1,658 | $6,717-75.3% | $8,253-79.9% | $5,651-70.7% |