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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 | $124,083 | $72,273+71.7% | $101,275+22.5% | $79,856+55.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.53% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,552 | $2,691+32.0% | $3,660-3.0% | $2,471+43.7% |
| Participant deferral / active EE | $7,683 | $3,282+134.1% | $4,371+75.8% | $3,741+105.4% |
| Admin fee / account holder | $4,597 | $4,401+4.4% | $5,948-22.7% | $5,306-13.4% |