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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 | $86,112 | $45,041+91.2% | $63,003+36.7% | $70,131+22.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.44% | 18.76%-4.3pp | 87.59%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,379 | $2,052+64.7% | $2,760+22.4% | $2,342+44.3% |
| Participant deferral / active EE | $4,197 | $2,465+70.3% | $3,329+26.1% | $3,332+26.0% |
| Admin fee / account holder | $1,785 | $2,836-37.0% | $3,600-50.4% | $4,645-61.6% |