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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 | $128,897 | $93,617+37.7% | $135,982-5.2% | $75,177+71.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.56% | 30.89%-12.3pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $3,067 | $3,538-13.3% | $4,859-36.9% | $2,671+14.8% |
| Participant deferral / active EE | $9,774 | $6,406+52.6% | $7,760+26.0% | $4,126+136.9% |
| Admin fee / account holder | $3,660 | $6,980-47.6% | $10,767-66.0% | $5,651-35.2% |