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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 | $137,869 | $76,371+80.5% | $93,621+47.3% | $72,975+88.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.28% | 25.82%+2.5pp | 32.76%-4.5pp | 81.01%-52.7pp |
| Employer contribution / active EE | $2,081 | $2,276-8.6% | $2,719-23.5% | $2,440-14.7% |
| Participant deferral / active EE | $5,070 | $3,538+43.3% | $4,070+24.6% | $3,608+40.5% |
| Admin fee / account holder | $1,250 | $6,839-81.7% | $7,890-84.2% | $5,124-75.6% |