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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 | $140,864 | $65,364+115.5% | $92,909+51.6% | $72,975+93.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.03% | 42.11%-20.1pp | 109.44%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $4,884 | $2,594+88.3% | $3,653+33.7% | $2,440+100.2% |
| Participant deferral / active EE | $3,645 | $3,128+16.5% | $4,238-14.0% | $3,608+1.0% |
| Admin fee / account holder | $1,538 | $4,251-63.8% | $5,795-73.5% | $5,124-70.0% |