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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 | $158,662 | $124,980+26.9% | $108,359+46.4% | $154,746+2.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.97% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $3,989 | $2,851+39.9% | $2,399+66.3% | $4,379-8.9% |
| Participant deferral / active EE | $4,784 | $4,743+0.9% | $4,137+15.6% | $6,730-28.9% |
| Admin fee / account holder | $13,617 | $11,502+18.4% | $9,741+39.8% | $14,365-5.2% |