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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 | $145,478 | $77,472+87.8% | $100,415+44.9% | $80,959+79.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 17.57% | 37.26%-19.7pp | 49.47%-31.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,959 | $2,800+5.7% | $3,943-24.9% | $2,757+7.3% |
| Participant deferral / active EE | $4,942 | $6,818-27.5% | $8,091-38.9% | $4,300+14.9% |
| Admin fee / account holder | $9,423 | $5,885+60.1% | $7,906+19.2% | $6,925+36.1% |