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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 | $123,478 | $83,485+47.9% | $125,192-1.4% | $72,975+69.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.73% | 25.77%-1.0pp | 43.79%-19.1pp | 81.01%-56.3pp |
| Employer contribution / active EE | $6,051 | $2,346+158.0% | $3,866+56.5% | $2,440+148.0% |
| Participant deferral / active EE | $10,945 | $3,586+205.2% | $4,937+121.7% | $3,608+203.4% |
| Admin fee / account holder | $2,893 | $5,518-47.6% | $9,704-70.2% | $5,124-43.5% |