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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 | $128,421 | $101,778+26.2% | $164,975-22.2% | $80,925+58.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.72% | 16.73%+1.0pp | 70.12%-52.4pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,466 | $2,954+17.3% | $4,343-20.2% | $2,756+25.7% |
| Participant deferral / active EE | $4,612 | $4,477+3.0% | $6,033-23.6% | $4,299+7.3% |
| Admin fee / account holder | $9,787 | $8,221+19.0% | $12,688-22.9% | $6,940+41.0% |