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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 | $115,889 | $60,349+92.0% | $74,184+56.2% | $62,881+84.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.31% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $11,526 | $1,680+585.9% | $2,370+386.3% | $2,281+405.3% |
| Participant deferral / active EE | $2,529 | $2,856-11.4% | $3,550-28.7% | $3,203-21.0% |
| Admin fee / account holder | $1,183 | $4,261-72.2% | $5,586-78.8% | $4,296-72.5% |