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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 | $101,475 | $52,279+94.1% | $89,435+13.5% | $79,856+27.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 22.29% | 22.16%+0.1pp | 245.55%-223.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,166 | $1,572+37.8% | $2,587-16.3% | $2,471-12.3% |
| Participant deferral / active EE | $3,787 | $2,740+38.2% | $3,890-2.7% | $3,741+1.2% |
| Admin fee / account holder | $3,485 | $3,356+3.8% | $4,884-28.7% | $5,306-34.3% |