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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 | $116,424 | $79,955+45.6% | $98,461+18.2% | $75,173+54.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.87% | 19.75%-4.9pp | 21.17%-6.3pp | 160.72%-145.9pp |
| Employer contribution / active EE | $7,007 | $2,264+209.5% | $3,049+129.8% | $2,671+162.3% |
| Participant deferral / active EE | $7,871 | $3,752+109.7% | $4,738+66.1% | $4,126+90.7% |
| Admin fee / account holder | $4,180 | $6,841-38.9% | $8,961-53.4% | $5,651-26.0% |