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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 | $112,499 | $67,602+66.4% | $82,312+36.7% | $70,126+60.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.64% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,944 | $1,755+124.7% | $2,428+62.4% | $2,343+68.4% |
| Participant deferral / active EE | $8,160 | $2,987+173.2% | $3,706+120.2% | $3,332+144.9% |
| Admin fee / account holder | $2,355 | $4,512-47.8% | $5,608-58.0% | $4,645-49.3% |