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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 | $214,787 | $80,992+165.2% | $96,534+122.5% | $75,173+185.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.69% | 27.05%-5.4pp | 25.88%-4.2pp | 160.72%-139.0pp |
| Employer contribution / active EE | $3,643 | $2,283+59.6% | $2,965+22.8% | $2,671+36.4% |
| Participant deferral / active EE | $4,033 | $3,929+2.6% | $4,851-16.9% | $4,126-2.3% |
| Admin fee / account holder | $6,744 | $6,717+0.4% | $8,253-18.3% | $5,651+19.4% |