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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 | $107,287 | $79,961+34.2% | $98,462+9.0% | $75,177+42.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.96% | 19.75%-4.8pp | 21.17%-6.2pp | 160.75%-145.8pp |
| Employer contribution / active EE | $5,628 | $2,264+148.6% | $3,049+84.6% | $2,671+110.7% |
| Participant deferral / active EE | $5,215 | $3,753+39.0% | $4,738+10.1% | $4,126+26.4% |
| Admin fee / account holder | $5,847 | $6,842-14.5% | $8,875-34.1% | $5,651+3.5% |