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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 | $105,383 | $69,977+50.6% | $108,582-2.9% | $62,881+67.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 13.64% | 10.73%+2.9pp | -51.70%+65.3pp | 20.14%-6.5pp |
| Employer contribution / active EE | $3,516 | $2,135+64.7% | $3,758-6.5% | $2,281+54.1% |
| Participant deferral / active EE | $2,131 | $3,165-32.7% | $4,311-50.6% | $3,203-33.5% |
| Admin fee / account holder | $5,650 | $5,076+11.3% | $7,645-26.1% | $4,296+31.5% |