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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 | $128,682 | $57,590+123.4% | $86,233+49.2% | $82,448+56.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.14% | 22.41%-6.3pp | 61.39%-45.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,531 | $1,655+113.3% | $2,504+41.0% | $2,551+38.4% |
| Participant deferral / active EE | $6,904 | $3,080+124.2% | $4,559+51.4% | $4,139+66.8% |
| Admin fee / account holder | $5,661 | $4,730+19.7% | $8,342-32.1% | $7,234-21.8% |