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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 | $150,906 | $93,617+61.2% | $135,982+11.0% | $75,177+100.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.61% | 30.89%-13.3pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $3,472 | $3,538-1.9% | $4,859-28.5% | $2,671+30.0% |
| Participant deferral / active EE | $8,423 | $6,406+31.5% | $7,760+8.5% | $4,126+104.1% |
| Admin fee / account holder | $8,800 | $6,980+26.1% | $10,767-18.3% | $5,651+55.7% |