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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 | $122,685 | $106,749+14.9% | $145,433-15.6% | $82,448+48.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.61% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,837 | $3,444+11.4% | $4,554-15.8% | $2,551+50.4% |
| Participant deferral / active EE | $12,056 | $6,519+85.0% | $7,897+52.7% | $4,139+191.3% |
| Admin fee / account holder | $16,089 | $8,390+91.8% | $13,129+22.5% | $7,234+122.4% |