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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 | $179,809 | $100,194+79.5% | $122,979+46.2% | $86,983+106.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.47% | 16.47%-2.0pp | 20.12%-5.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $4,746 | $2,326+104.1% | $3,062+55.0% | $2,584+83.6% |
| Participant deferral / active EE | $4,254 | $4,133+2.9% | $5,003-15.0% | $4,194+1.4% |
| Admin fee / account holder | $2,023 | $10,148-80.1% | $12,864-84.3% | $7,856-74.3% |