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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 | $196,119 | $79,449+146.8% | $189,597+3.4% | $85,851+128.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.96% | 18.45%-4.5pp | 64.20%-50.2pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,674 | $2,081+28.5% | $4,412-39.4% | $2,565+4.2% |
| Participant deferral / active EE | $5,120 | $4,051+26.4% | $6,174-17.1% | $3,952+29.5% |
| Admin fee / account holder | $5,063 | $5,377-5.9% | $9,807-48.4% | $6,261-19.1% |