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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 | $161,991 | $87,037+86.1% | $106,201+52.5% | $80,874+100.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.23% | 17.05%-2.8pp | 116.26%-102.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,395 | $2,396+41.7% | $3,170+7.1% | $2,756+23.2% |
| Participant deferral / active EE | $10,318 | $3,986+158.8% | $5,012+105.9% | $4,297+140.1% |
| Admin fee / account holder | $6,770 | $8,434-19.7% | $11,039-38.7% | $6,935-2.4% |