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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 | $108,095 | $67,602+59.9% | $82,312+31.3% | $70,126+54.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.61% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,211 | $1,755+83.0% | $2,428+32.2% | $2,343+37.1% |
| Participant deferral / active EE | $4,009 | $2,987+34.2% | $3,706+8.2% | $3,332+20.3% |
| Admin fee / account holder | $2,739 | $4,512-39.3% | $5,608-51.2% | $4,645-41.0% |