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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 | $140,283 | $76,367+83.7% | $93,614+49.9% | $72,983+92.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.99% | 25.82%-7.8pp | 32.76%-14.8pp | 81.01%-63.0pp |
| Employer contribution / active EE | $3,636 | $2,275+59.8% | $2,718+33.7% | $2,440+49.0% |
| Participant deferral / active EE | $3,963 | $3,538+12.0% | $4,069-2.6% | $3,608+9.9% |
| Admin fee / account holder | $1,701 | $6,838-75.1% | $7,889-78.4% | $5,124-66.8% |