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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 | $87,060+86.1% | $105,591+53.4% | $80,911+100.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.23% | 17.05%-2.8pp | 116.43%-102.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,395 | $2,396+41.7% | $3,166+7.2% | $2,756+23.2% |
| Participant deferral / active EE | $10,318 | $3,986+158.8% | $5,008+106.0% | $4,297+140.1% |
| Admin fee / account holder | $6,770 | $8,442-19.8% | $11,024-38.6% | $6,935-2.4% |