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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 | $120,448 | $67,602+78.2% | $82,312+46.3% | $70,126+71.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.30% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $7,488 | $1,755+326.7% | $2,428+208.4% | $2,343+219.7% |
| Participant deferral / active EE | $5,547 | $2,987+85.7% | $3,706+49.7% | $3,332+66.5% |
| Admin fee / account holder | $5,673 | $4,512+25.7% | $5,608+1.2% | $4,645+22.1% |