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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 | $118,858 | $73,988+60.6% | $96,538+23.1% | $75,177+58.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.14% | 26.73%-5.6pp | 35.74%-14.6pp | 160.75%-139.6pp |
| Employer contribution / active EE | $1,571 | $2,930-46.4% | $3,740-58.0% | $2,671-41.2% |
| Participant deferral / active EE | $4,620 | $3,660+26.2% | $4,880-5.3% | $4,126+12.0% |
| Admin fee / account holder | $841 | $5,220-83.9% | $6,737-87.5% | $5,651-85.1% |