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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 | $184,888 | $83,485+121.5% | $125,192+47.7% | $72,975+153.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.31% | 25.77%-4.5pp | 43.79%-22.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,914 | $2,346+24.2% | $3,866-24.6% | $2,440+19.4% |
| Participant deferral / active EE | $8,315 | $3,586+131.9% | $4,937+68.4% | $3,608+130.5% |
| Admin fee / account holder | $5,324 | $5,518-3.5% | $9,704-45.1% | $5,124+3.9% |