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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 | $142,105 | $45,079+215.2% | $69,461+104.6% | $72,983+94.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.68% | 22.65%-3.0pp | 28.97%-9.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $9,143 | $2,055+345.0% | $2,779+228.9% | $2,440+274.7% |
| Participant deferral / active EE | $10,114 | $2,603+288.6% | $3,536+186.0% | $3,608+180.4% |
| Admin fee / account holder | $4,957 | $3,056+62.2% | $3,840+29.1% | $5,124-3.3% |