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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 | $158,936 | $87,106+82.5% | $105,607+50.5% | $80,935+96.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.15% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,461 | $2,396+2.7% | $3,167-22.3% | $2,757-10.7% |
| Participant deferral / active EE | $6,602 | $3,986+65.6% | $5,011+31.7% | $4,299+53.6% |
| Admin fee / account holder | $10,728 | $8,447+27.0% | $10,958-2.1% | $6,924+54.9% |