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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 | $142,974 | $80,992+76.5% | $96,534+48.1% | $75,173+90.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.34% | 27.05%-12.7pp | 25.88%-11.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $5,886 | $2,283+157.8% | $2,965+98.5% | $2,671+120.4% |
| Participant deferral / active EE | $4,155 | $3,929+5.8% | $4,851-14.3% | $4,126+0.7% |
| Admin fee / account holder | $2,282 | $6,717-66.0% | $8,253-72.3% | $5,651-59.6% |