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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 | $115,847 | $51,207+126.2% | $70,565+64.2% | $75,177+54.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 13.56% | 30.05%-16.5pp | 32.79%-19.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $4,124 | $1,826+125.8% | $2,976+38.6% | $2,671+54.4% |
| Participant deferral / active EE | $4,823 | $2,850+69.2% | $4,568+5.6% | $4,126+16.9% |
| Admin fee / account holder | $2,583 | $4,097-37.0% | $6,430-59.8% | $5,651-54.3% |