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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 | $122,706 | $80,985+51.5% | $96,576+27.1% | $75,181+63.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.99% | 27.05%-9.1pp | 25.87%-7.9pp | 160.69%-142.7pp |
| Employer contribution / active EE | $4,791 | $2,282+109.9% | $2,965+61.6% | $2,671+79.4% |
| Participant deferral / active EE | $6,077 | $3,929+54.7% | $4,851+25.3% | $4,126+47.3% |
| Admin fee / account holder | $24,294 | $6,719+261.6% | $8,253+194.4% | $5,650+330.0% |