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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 | $121,432 | $75,541+60.8% | $152,093-20.2% | $82,637+46.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.36% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $4,979 | $2,622+89.9% | $4,175+19.3% | $2,552+95.1% |
| Participant deferral / active EE | $8,478 | $3,206+164.5% | $5,451+55.5% | $4,126+105.5% |
| Admin fee / account holder | $5,479 | $6,405-14.5% | $14,497-62.2% | $7,339-25.3% |