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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 | $102,028 | $80,985+26.0% | $96,576+5.6% | $75,181+35.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.55% | 27.05%-12.5pp | 25.87%-11.3pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,834 | $2,282+24.2% | $2,965-4.4% | $2,671+6.1% |
| Participant deferral / active EE | $4,909 | $3,929+25.0% | $4,851+1.2% | $4,126+19.0% |
| Admin fee / account holder | $7,085 | $6,719+5.5% | $8,253-14.1% | $5,650+25.4% |