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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 | $111,728 | $73,988+51.0% | $96,538+15.7% | $75,177+48.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.29% | 26.73%-12.4pp | 35.74%-21.5pp | 160.75%-146.5pp |
| Employer contribution / active EE | $6,782 | $2,930+131.4% | $3,740+81.3% | $2,671+153.9% |
| Participant deferral / active EE | $6,836 | $3,660+86.8% | $4,880+40.1% | $4,126+65.7% |
| Admin fee / account holder | $4,996 | $5,220-4.3% | $6,737-25.8% | $5,651-11.6% |