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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 | $105,196 | $75,541+39.3% | $152,093-30.8% | $82,637+27.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.66% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $4,697 | $2,622+79.1% | $4,175+12.5% | $2,552+84.0% |
| Participant deferral / active EE | $5,114 | $3,206+59.5% | $5,451-6.2% | $4,126+23.9% |
| Admin fee / account holder | $14,114 | $6,405+120.4% | $14,497-2.6% | $7,339+92.3% |