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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 | $125,719 | $91,167+37.9% | $178,498-29.6% | $79,858+57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.80% | 24.19%-9.4pp | 151.09%-136.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,987 | $3,255-8.3% | $5,011-40.4% | $2,471+20.9% |
| Participant deferral / active EE | $5,193 | $3,236+60.5% | $5,202-0.2% | $3,740+38.9% |
| Admin fee / account holder | $2,496 | $6,747-63.0% | $13,985-82.2% | $5,306-53.0% |