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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 | $139,933 | $91,559+52.8% | $133,978+4.4% | $79,856+75.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.38% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,565 | $2,384+91.5% | $3,919+16.5% | $2,471+84.7% |
| Participant deferral / active EE | $3,076 | $3,734-17.6% | $5,047-39.1% | $3,741-17.8% |
| Admin fee / account holder | $4,957 | $6,321-21.6% | $8,930-44.5% | $5,306-6.6% |