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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 | $110,110 | $93,617+17.6% | $135,982-19.0% | $75,177+46.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.33% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $5,096 | $3,538+44.0% | $4,859+4.9% | $2,671+90.8% |
| Participant deferral / active EE | $6,458 | $6,406+0.8% | $7,760-16.8% | $4,126+56.5% |
| Admin fee / account holder | $1,418 | $6,980-79.7% | $10,767-86.8% | $5,651-74.9% |