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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 | $110,468 | $65,367+69.0% | $92,915+18.9% | $72,976+51.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.60% | 42.11%-15.5pp | 109.45%-82.9pp | 81.02%-54.4pp |
| Employer contribution / active EE | $2,782 | $2,594+7.2% | $3,653-23.9% | $2,440+14.0% |
| Participant deferral / active EE | $3,122 | $3,128-0.2% | $4,238-26.3% | $3,608-13.5% |
| Admin fee / account holder | $1,588 | $4,251-62.7% | $5,796-72.6% | $5,124-69.0% |