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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 | $145,134 | $72,273+100.8% | $101,275+43.3% | $79,856+81.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.27% | 22.30%-5.0pp | 46.48%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,720 | $2,691-36.1% | $3,660-53.0% | $2,471-30.4% |
| Participant deferral / active EE | $3,896 | $3,282+18.7% | $4,371-10.9% | $3,741+4.2% |
| Admin fee / account holder | $6,826 | $4,401+55.1% | $5,948+14.8% | $5,306+28.6% |