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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 | $121,694 | $96,731+25.8% | $123,973-1.8% | $86,983+39.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 24.93% | 17.33%+7.6pp | 388.13%-363.2pp | 25.83%-0.9pp |
| Employer contribution / active EE | $4,054 | $3,297+23.0% | $4,126-1.7% | $2,584+56.9% |
| Participant deferral / active EE | $5,775 | $4,152+39.1% | $5,247+10.1% | $4,194+37.7% |
| Admin fee / account holder | $4,773 | $8,722-45.3% | $11,799-59.5% | $7,856-39.2% |