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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 | $115,331 | $79,894+44.4% | $135,792-15.1% | $82,637+39.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 19.33% | 17.20%+2.1pp | 25.96%-6.6pp | 53.51%-34.2pp |
| Employer contribution / active EE | $5,176 | $2,165+139.1% | $3,496+48.1% | $2,552+102.8% |
| Participant deferral / active EE | $5,176 | $3,194+62.0% | $4,759+8.7% | $4,126+25.4% |
| Admin fee / account holder | $5,028 | $6,434-21.9% | $12,266-59.0% | $7,339-31.5% |