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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 | $116,525 | $45,079+158.5% | $69,461+67.8% | $72,983+59.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.50% | 22.65%-4.2pp | 28.97%-10.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $3,766 | $2,055+83.3% | $2,779+35.5% | $2,440+54.4% |
| Participant deferral / active EE | $5,802 | $2,603+122.9% | $3,536+64.1% | $3,608+60.8% |
| Admin fee / account holder | $2,337 | $3,056-23.5% | $3,840-39.1% | $5,124-54.4% |