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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 | $141,993 | $109,359+29.8% | $162,185-12.4% | $72,976+94.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.03% | 25.46%-1.4pp | 115.61%-91.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $6,143 | $3,907+57.2% | $5,613+9.4% | $2,440+151.8% |
| Participant deferral / active EE | $4,885 | $5,481-10.9% | $7,297-33.1% | $3,608+35.4% |
| Admin fee / account holder | $4,689 | $7,972-41.2% | $10,844-56.8% | $5,124-8.5% |