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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 | $160,000 | $67,602+136.7% | $82,312+94.4% | $70,126+128.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 36.73% | 21.57%+15.2pp | 25.88%+10.9pp | 73.15%-36.4pp |
| Employer contribution / active EE | $4,629 | $1,755+163.8% | $2,428+90.6% | $2,343+97.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,248 | $4,512-28.0% | $5,608-42.1% | $4,645-30.1% |