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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 | $139,469 | $72,273+93.0% | $101,275+37.7% | $79,856+74.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.09% | 22.30%-3.2pp | 46.48%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,816 | $2,691+41.8% | $3,660+4.2% | $2,471+54.4% |
| Participant deferral / active EE | $10,363 | $3,282+215.8% | $4,371+137.1% | $3,741+177.1% |
| Admin fee / account holder | $5,830 | $4,401+32.5% | $5,948-2.0% | $5,306+9.9% |