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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 | $177,381 | $83,485+112.5% | $125,195+41.7% | $72,976+143.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.06% | 25.77%-6.7pp | 43.79%-24.7pp | 81.02%-62.0pp |
| Employer contribution / active EE | $4,036 | $2,346+72.1% | $3,866+4.4% | $2,440+65.4% |
| Participant deferral / active EE | $4,202 | $3,586+17.2% | $4,937-14.9% | $3,608+16.5% |
| Admin fee / account holder | $4,459 | $5,518-19.2% | $9,704-54.0% | $5,124-13.0% |