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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 | $111,837 | $83,485+34.0% | $125,180-10.7% | $72,983+53.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.42% | 25.78%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $5,823 | $2,346+148.3% | $3,866+50.6% | $2,440+138.7% |
| Participant deferral / active EE | $1,915 | $3,586-46.6% | $4,937-61.2% | $3,608-46.9% |
| Admin fee / account holder | $2,777 | $5,518-49.7% | $9,703-71.4% | $5,124-45.8% |