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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 | $119,529 | $80,985+47.6% | $96,576+23.8% | $75,181+59.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.66% | 27.05%-8.4pp | 25.87%-7.2pp | 160.69%-142.0pp |
| Employer contribution / active EE | $5,285 | $2,282+131.5% | $2,965+78.2% | $2,671+97.9% |
| Participant deferral / active EE | $6,742 | $3,929+71.6% | $4,851+39.0% | $4,126+63.4% |
| Admin fee / account holder | $3,676 | $6,719-45.3% | $8,253-55.5% | $5,650-34.9% |