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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 | $138,674 | $84,953+63.2% | $163,379-15.1% | $82,637+67.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 19.60% | 23.07%-3.5pp | 63.41%-43.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $4,590 | $2,183+110.3% | $3,752+22.3% | $2,552+79.9% |
| Participant deferral / active EE | $9,747 | $4,326+125.3% | $6,282+55.2% | $4,126+136.2% |
| Admin fee / account holder | $5,877 | $7,921-25.8% | $9,818-40.1% | $7,339-19.9% |