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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 | $100,070 | $79,961+25.1% | $98,462+1.6% | $75,177+33.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.07% | 19.75%-2.7pp | 21.17%-4.1pp | 160.75%-143.7pp |
| Employer contribution / active EE | $3,714 | $2,264+64.0% | $3,049+21.8% | $2,671+39.0% |
| Participant deferral / active EE | $5,584 | $3,753+48.8% | $4,738+17.8% | $4,126+35.3% |
| Admin fee / account holder | $4,820 | $6,842-29.6% | $8,875-45.7% | $5,651-14.7% |