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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 | $110,898 | $40,275+175.4% | $57,356+93.4% | $59,633+86.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.53% | 27.52%-23.0pp | 24.41%-19.9pp | 2041.45%-2036.9pp |
| Employer contribution / active EE | $2,753 | $1,921+43.3% | $2,689+2.4% | $2,203+25.0% |
| Participant deferral / active EE | $4,835 | $2,400+101.5% | $3,162+52.9% | $3,192+51.5% |
| Admin fee / account holder | $962 | $2,820-65.9% | $3,357-71.3% | $4,297-77.6% |