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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 | $122,889 | $83,485+47.2% | $125,195-1.8% | $72,976+68.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.65% | 25.77%-6.1pp | 43.79%-24.1pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,164 | $2,346+34.9% | $3,866-18.2% | $2,440+29.7% |
| Participant deferral / active EE | $4,649 | $3,586+29.6% | $4,937-5.8% | $3,608+28.9% |
| Admin fee / account holder | $4,284 | $5,518-22.4% | $9,704-55.9% | $5,124-16.4% |