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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 | $131,441 | $115,931+13.4% | $185,441-29.1% | $86,983+51.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 16.28% | 21.47%-5.2pp | 20.16%-3.9pp | 25.83%-9.5pp |
| Employer contribution / active EE | $4,545 | $2,937+54.8% | $4,672-2.7% | $2,584+75.9% |
| Participant deferral / active EE | $5,490 | $4,551+20.6% | $6,152-10.8% | $4,194+30.9% |
| Admin fee / account holder | $4,138 | $10,687-61.3% | $17,890-76.9% | $7,856-47.3% |