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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 | $116,270 | $95,453+21.8% | $112,040+3.8% | $82,448+41.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.83% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,296 | $2,318+85.4% | $2,954+45.4% | $2,551+68.4% |
| Participant deferral / active EE | $5,147 | $4,224+21.9% | $5,098+1.0% | $4,139+24.4% |
| Admin fee / account holder | $14,017 | $9,013+55.5% | $12,098+15.9% | $7,234+93.8% |