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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 | $127,972 | $63,365+102.0% | $91,994+39.1% | $72,976+75.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.53% | 35.35%-14.8pp | 69.04%-48.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $4,085 | $2,116+93.1% | $3,453+18.3% | $2,440+67.4% |
| Participant deferral / active EE | $8,297 | $4,883+69.9% | $5,924+40.1% | $3,608+130.0% |
| Admin fee / account holder | $4,216 | $4,670-9.7% | $7,744-45.6% | $5,124-17.7% |