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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 | $132,627 | $58,493+126.7% | $84,021+57.8% | $72,975+81.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.32%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,656 | $1,163+128.4% | $1,984+33.9% | $2,440+8.9% |
| Participant deferral / active EE | $6,424 | $2,394+168.3% | $3,239+98.3% | $3,608+78.1% |
| Admin fee / account holder | $4,957 | $4,569+8.5% | $6,102-18.8% | $5,124-3.3% |