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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 | $95,127 | $64,462+47.6% | $81,482+16.7% | $80,911+17.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.49% | 16.35%-4.9pp | 24.79%-13.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $5,062 | $1,979+155.8% | $2,463+105.5% | $2,756+83.7% |
| Participant deferral / active EE | $1,809 | $3,094-41.5% | $3,885-53.4% | $4,297-57.9% |
| Admin fee / account holder | $556 | $5,678-90.2% | $5,761-90.3% | $6,935-92.0% |