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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 | $130,548 | $72,269+80.6% | $101,271+28.9% | $79,852+63.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.01% | 22.29%-5.3pp | 46.48%-29.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $5,227 | $2,692+94.2% | $3,660+42.8% | $2,471+111.5% |
| Participant deferral / active EE | $4,178 | $3,282+27.3% | $4,371-4.4% | $3,740+11.7% |
| Admin fee / account holder | $6,090 | $4,401+38.4% | $5,948+2.4% | $5,306+14.8% |