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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 | $74,018 | $67,602+9.5% | $82,312-10.1% | $70,126+5.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.37% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,123 | $1,755+191.9% | $2,428+111.0% | $2,343+118.7% |
| Participant deferral / active EE | $3,871 | $2,987+29.6% | $3,706+4.4% | $3,332+16.2% |
| Admin fee / account holder | $14,387 | $4,512+218.9% | $5,608+156.5% | $4,645+209.7% |