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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 | $128,267 | $106,749+20.2% | $145,433-11.8% | $82,448+55.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.70% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,125 | $3,444-9.3% | $4,554-31.4% | $2,551+22.5% |
| Participant deferral / active EE | $10,018 | $6,519+53.7% | $7,897+26.9% | $4,139+142.0% |
| Admin fee / account holder | $42,042 | $8,390+401.1% | $13,129+220.2% | $7,234+481.1% |