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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 | $109,250 | $80,992+34.9% | $96,534+13.2% | $75,173+45.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.42% | 27.05%-10.6pp | 25.88%-9.5pp | 160.72%-144.3pp |
| Employer contribution / active EE | $2,634 | $2,283+15.4% | $2,965-11.2% | $2,671-1.4% |
| Participant deferral / active EE | $8,490 | $3,929+116.1% | $4,851+75.0% | $4,126+105.8% |
| Admin fee / account holder | $5,362 | $6,717-20.2% | $8,253-35.0% | $5,651-5.1% |