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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 | $83,087 | $45,041+84.5% | $63,003+31.9% | $70,131+18.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.99% | 18.76%-6.8pp | 87.59%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $5,195 | $2,052+153.2% | $2,760+88.2% | $2,342+121.8% |
| Participant deferral / active EE | $6,234 | $2,465+152.9% | $3,329+87.3% | $3,332+87.1% |
| Admin fee / account holder | $3,420 | $2,836+20.6% | $3,600-5.0% | $4,645-26.4% |