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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 | $110,743 | $73,988+49.7% | $96,538+14.7% | $75,177+47.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.27% | 26.73%-9.5pp | 35.74%-18.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $8,484 | $2,930+189.5% | $3,740+126.8% | $2,671+217.6% |
| Participant deferral / active EE | $4,359 | $3,660+19.1% | $4,880-10.7% | $4,126+5.6% |
| Admin fee / account holder | $1,502 | $5,220-71.2% | $6,737-77.7% | $5,651-73.4% |