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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 | $179,454 | $109,359+64.1% | $162,185+10.6% | $72,976+145.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.93% | 25.46%-6.5pp | 115.61%-96.7pp | 81.02%-62.1pp |
| Employer contribution / active EE | $4,617 | $3,907+18.2% | $5,613-17.7% | $2,440+89.2% |
| Participant deferral / active EE | $4,788 | $5,481-12.6% | $7,297-34.4% | $3,608+32.7% |
| Admin fee / account holder | $4,317 | $7,972-45.8% | $10,844-60.2% | $5,124-15.7% |