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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 | $131,639 | $56,054+134.8% | $171,082-23.1% | $62,881+109.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 26.20% | 22.52%+3.7pp | 32.56%-6.4pp | 20.14%+6.1pp |
| Employer contribution / active EE | $3,809 | $1,731+120.0% | $4,002-4.8% | $2,281+67.0% |
| Participant deferral / active EE | $9,338 | $3,158+195.7% | $4,797+94.7% | $3,203+191.6% |
| Admin fee / account holder | $2,264 | $3,647-37.9% | $8,520-73.4% | $4,296-47.3% |