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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 | $154,150 | $80,992+90.3% | $96,534+59.7% | $75,173+105.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 30.64% | 27.05%+3.6pp | 25.88%+4.8pp | 160.72%-130.1pp |
| Employer contribution / active EE | $3,122 | $2,283+36.8% | $2,965+5.3% | $2,671+16.9% |
| Participant deferral / active EE | $3,195 | $3,929-18.7% | $4,851-34.1% | $4,126-22.6% |
| Admin fee / account holder | $5,046 | $6,717-24.9% | $8,253-38.9% | $5,651-10.7% |