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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 | $106,524+15.2% | $152,301-19.4% | $87,485+40.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.61% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,837 | $3,371+13.8% | $4,624-17.0% | $2,596+47.8% |
| Participant deferral / active EE | $12,056 | $6,525+84.8% | $8,004+50.6% | $4,274+182.1% |
| Admin fee / account holder | $16,089 | $8,287+94.2% | $14,398+11.7% | $7,775+106.9% |