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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 | $58,848+118.7% | $88,179+45.9% | $82,637+55.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.14% | 22.76%-6.6pp | 64.97%-48.8pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,531 | $1,678+110.4% | $2,549+38.5% | $2,552+38.4% |
| Participant deferral / active EE | $6,904 | $3,124+121.0% | $4,614+49.6% | $4,126+67.3% |
| Admin fee / account holder | $5,661 | $4,795+18.0% | $7,673-26.2% | $7,339-22.9% |