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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 | $126,315 | $91,559+38.0% | $133,978-5.7% | $79,856+58.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.17% | 61.85%-47.7pp | 45.10%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,846 | $2,384+61.3% | $3,919-1.9% | $2,471+55.6% |
| Participant deferral / active EE | $5,616 | $3,734+50.4% | $5,047+11.3% | $3,741+50.1% |
| Admin fee / account holder | $5,846 | $6,321-7.5% | $8,930-34.5% | $5,306+10.2% |