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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 | $206,949 | $72,269+186.4% | $101,271+104.4% | $79,852+159.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 29.52% | 22.29%+7.2pp | 46.48%-17.0pp | 31.72%-2.2pp |
| Employer contribution / active EE | $3,941 | $2,692+46.4% | $3,660+7.7% | $2,471+59.5% |
| Participant deferral / active EE | $5,821 | $3,282+77.4% | $4,371+33.2% | $3,740+55.6% |
| Admin fee / account holder | $3,094 | $4,401-29.7% | $5,948-48.0% | $5,306-41.7% |