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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 | $108,548 | $67,411+61.0% | $91,004+19.3% | $70,126+54.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.96% | -40.16%+55.1pp | 4.60%+10.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,111 | $1,786+186.2% | $2,456+108.1% | $2,343+118.2% |
| Participant deferral / active EE | $4,252 | $2,823+50.6% | $3,548+19.8% | $3,332+27.6% |
| Admin fee / account holder | $4,738 | $4,236+11.8% | $5,417-12.5% | $4,645+2.0% |