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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 | $76,859 | $43,075+78.4% | $74,577+3.1% | $62,881+22.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 18.46% | 17.50%+1.0pp | 20.47%-2.0pp | 20.14%-1.7pp |
| Employer contribution / active EE | $2,368 | $1,498+58.1% | $2,525-6.2% | $2,281+3.8% |
| Participant deferral / active EE | $3,861 | $2,389+61.6% | $3,458+11.6% | $3,203+20.5% |
| Admin fee / account holder | $13,140 | $2,840+362.7% | $4,138+217.5% | $4,296+205.9% |