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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 | $108,445 | $80,985+33.9% | $96,576+12.3% | $75,181+44.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.96% | 27.05%-6.1pp | 25.87%-4.9pp | 160.69%-139.7pp |
| Employer contribution / active EE | $4,463 | $2,282+95.5% | $2,965+50.5% | $2,671+67.1% |
| Participant deferral / active EE | $5,824 | $3,929+48.2% | $4,851+20.1% | $4,126+41.2% |
| Admin fee / account holder | $41,634 | $6,719+519.7% | $8,253+404.5% | $5,650+636.9% |