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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 | $124,216 | $72,269+71.9% | $101,271+22.7% | $79,852+55.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.82% | 22.29%-0.5pp | 46.48%-24.7pp | 31.72%-9.9pp |
| Employer contribution / active EE | $6,026 | $2,692+123.9% | $3,660+64.6% | $2,471+143.9% |
| Participant deferral / active EE | $4,346 | $3,282+32.5% | $4,371-0.6% | $3,740+16.2% |
| Admin fee / account holder | $328 | $4,401-92.6% | $5,948-94.5% | $5,306-93.8% |