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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 | $124,110 | $72,273+71.7% | $101,275+22.5% | $79,856+55.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.52% | 22.30%-5.8pp | 46.48%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,446 | $2,691-9.1% | $3,660-33.2% | $2,471-1.0% |
| Participant deferral / active EE | $5,433 | $3,282+65.6% | $4,371+24.3% | $3,741+45.2% |
| Admin fee / account holder | $2,529 | $4,401-42.5% | $5,948-57.5% | $5,306-52.3% |