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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 | $204,245 | $90,400+125.9% | $186,193+9.7% | $87,485+133.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 23.54% | 22.15%+1.4pp | 78.03%-54.5pp | 26.06%-2.5pp |
| Employer contribution / active EE | $4,526 | $2,170+108.5% | $3,918+15.5% | $2,596+74.3% |
| Participant deferral / active EE | $6,573 | $4,330+51.8% | $6,513+0.9% | $4,274+53.8% |
| Admin fee / account holder | $3,709 | $8,673-57.2% | $11,058-66.5% | $7,775-52.3% |