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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 | $124,288 | $76,371+62.7% | $93,621+32.8% | $72,976+70.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.88% | 25.82%-3.9pp | 32.76%-10.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,649 | $2,276+16.4% | $2,719-2.6% | $2,440+8.6% |
| Participant deferral / active EE | $4,189 | $3,538+18.4% | $4,070+2.9% | $3,608+16.1% |
| Admin fee / account holder | $7,377 | $6,839+7.9% | $7,890-6.5% | $5,124+44.0% |