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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 | $124,468 | $86,050+44.6% | $189,758-34.4% | $94,015+32.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 18.05% | 17.77%+0.3pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $6,139 | $2,819+117.8% | $4,767+28.8% | $2,790+120.0% |
| Participant deferral / active EE | $5,439 | $3,349+62.4% | $5,856-7.1% | $4,249+28.0% |
| Admin fee / account holder | $1,827 | $6,627-72.4% | $20,388-91.0% | $8,951-79.6% |