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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 | $122,754 | $49,239+149.3% | $70,462+74.2% | $79,858+53.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.75% | 30.08%-15.3pp | 109.08%-94.3pp | 31.72%-17.0pp |
| Employer contribution / active EE | $848 | $2,100-59.6% | $2,737-69.0% | $2,471-65.7% |
| Participant deferral / active EE | $2,518 | $2,769-9.1% | $3,710-32.1% | $3,740-32.7% |
| Admin fee / account holder | $1,700 | $2,876-40.9% | $3,845-55.8% | $5,306-68.0% |