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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 | $136,539 | $63,082+116.4% | $81,716+67.1% | $79,852+71.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 19.89% | 22.66%-2.8pp | 29.49%-9.6pp | 31.72%-11.8pp |
| Employer contribution / active EE | $4,474 | $1,795+149.2% | $4,310+3.8% | $2,471+81.0% |
| Participant deferral / active EE | $6,046 | $2,780+117.4% | $7,108-14.9% | $3,740+61.6% |
| Admin fee / account holder | $394 | $4,428-91.1% | $5,159-92.4% | $5,306-92.6% |