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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 | $144,585 | $45,050+220.9% | $63,018+129.4% | $70,126+106.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.95% | 18.76%-3.8pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $3,344 | $2,052+63.0% | $2,761+21.1% | $2,343+42.8% |
| Participant deferral / active EE | $6,194 | $2,466+151.2% | $3,330+86.0% | $3,332+85.9% |
| Admin fee / account holder | $2,870 | $2,834+1.3% | $3,601-20.3% | $4,645-38.2% |