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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 | $81,107 | $52,467+54.6% | $57,196+41.8% | $55,167+47.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 4.92% | 7.72%-2.8pp | 14.59%-9.7pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,127 | $2,477+26.2% | $2,683+16.6% | $1,963+59.3% |
| Participant deferral / active EE | $3,180 | $2,830+12.4% | $3,096+2.7% | $3,054+4.1% |
| Admin fee / account holder | $1,036 | $269+284.9% | $3,141-67.0% | $504+105.5% |