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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 | $168,998 | $76,551+120.8% | $123,894+36.4% | $62,881+168.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,274 | $2,882+48.3% | $4,617-7.4% | $2,281+87.4% |
| Participant deferral / active EE | $4,677 | $4,840-3.4% | $5,984-21.8% | $3,203+46.0% |
| Admin fee / account holder | $5,504 | $4,826+14.1% | $8,357-34.1% | $4,296+28.1% |