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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 | $104,526 | $59,804+74.8% | $81,982+27.5% | $79,856+30.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.92% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,401 | $1,713+156.9% | $2,498+76.2% | $2,471+78.1% |
| Participant deferral / active EE | $4,114 | $2,695+52.6% | $3,722+10.5% | $3,741+10.0% |
| Admin fee / account holder | $3,950 | $4,288-7.9% | $5,665-30.3% | $5,306-25.6% |