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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 | $125,376 | $72,486+73.0% | $87,103+43.9% | $72,976+71.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.63% | 24.46%-4.8pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,116 | $1,894+64.6% | $2,521+23.6% | $2,440+27.7% |
| Participant deferral / active EE | $3,090 | $3,270-5.5% | $4,049-23.7% | $3,608-14.3% |
| Admin fee / account holder | $7,664 | $5,055+51.6% | $7,491+2.3% | $5,124+49.6% |