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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 | $145,113 | $91,559+58.5% | $133,978+8.3% | $79,856+81.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.20% | 61.85%-48.7pp | 45.10%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,970 | $2,384+24.6% | $3,919-24.2% | $2,471+20.2% |
| Participant deferral / active EE | $4,402 | $3,734+17.9% | $5,047-12.8% | $3,741+17.7% |
| Admin fee / account holder | $1,249 | $6,321-80.2% | $8,930-86.0% | $5,306-76.5% |