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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 | $137,282 | $79,955+71.7% | $98,461+39.4% | $75,173+82.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.01% | 19.75%-5.7pp | 21.17%-7.2pp | 160.72%-146.7pp |
| Employer contribution / active EE | $3,313 | $2,264+46.3% | $3,049+8.7% | $2,671+24.0% |
| Participant deferral / active EE | $7,786 | $3,752+107.5% | $4,738+64.3% | $4,126+88.7% |
| Admin fee / account holder | $2,828 | $6,841-58.7% | $8,961-68.4% | $5,651-50.0% |