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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 | $87,106+86.0% | $105,607+53.4% | $80,935+100.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.23% | 17.01%-2.8pp | 116.11%-101.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,395 | $2,396+41.7% | $3,167+7.2% | $2,757+23.2% |
| Participant deferral / active EE | $10,318 | $3,986+158.9% | $5,011+105.9% | $4,299+140.0% |
| Admin fee / account holder | $6,770 | $8,447-19.9% | $10,958-38.2% | $6,924-2.2% |