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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 | $181,430 | $78,423+131.3% | $95,964+89.1% | $79,856+127.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.13% | 19.37%-7.2pp | 91.64%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,076 | $1,945+109.5% | $2,541+60.4% | $2,471+64.9% |
| Participant deferral / active EE | $5,331 | $3,440+55.0% | $4,167+27.9% | $3,741+42.5% |
| Admin fee / account holder | $5,501 | $5,622-2.2% | $6,797-19.1% | $5,306+3.7% |