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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 | $147,996 | $80,983+82.7% | $96,544+53.3% | $75,177+96.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.14% | 27.05%-4.9pp | 25.88%-3.7pp | 160.75%-138.6pp |
| Employer contribution / active EE | $4,204 | $2,282+84.2% | $2,966+41.7% | $2,671+57.4% |
| Participant deferral / active EE | $5,317 | $3,929+35.3% | $4,851+9.6% | $4,126+28.8% |
| Admin fee / account holder | $12,028 | $6,717+79.1% | $8,254+45.7% | $5,651+112.8% |