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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 | $123,586 | $91,019+35.8% | $392,568-68.5% | $72,975+69.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 18.92% | 20.00%-1.1pp | 24.42%-5.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,338 | $2,751-15.0% | $3,783-38.2% | $2,440-4.2% |
| Participant deferral / active EE | $4,589 | $4,570+0.4% | $5,985-23.3% | $3,608+27.2% |
| Admin fee / account holder | $5,952 | $4,895+21.6% | $6,260-4.9% | $5,124+16.2% |