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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 | $122,390 | $101,795+20.2% | $165,100-25.9% | $80,959+51.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.77% | 16.73%-3.0pp | 70.21%-56.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $4,875 | $2,954+65.0% | $4,348+12.1% | $2,757+76.8% |
| Participant deferral / active EE | $4,113 | $4,476-8.1% | $6,035-31.9% | $4,300-4.4% |
| Admin fee / account holder | $2,590 | $8,221-68.5% | $12,696-79.6% | $6,925-62.6% |