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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 | $113,159 | $67,602+67.4% | $82,312+37.5% | $70,126+61.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.57% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,884 | $1,755+64.3% | $2,428+18.8% | $2,343+23.1% |
| Participant deferral / active EE | $4,637 | $2,987+55.2% | $3,706+25.1% | $3,332+39.2% |
| Admin fee / account holder | $6,069 | $4,512+34.5% | $5,608+8.2% | $4,645+30.6% |