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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 | $102,886 | $78,423+31.2% | $95,964+7.2% | $79,856+28.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.36% | 19.37%-9.0pp | 91.64%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,271 | $1,945+68.1% | $2,541+28.7% | $2,471+32.3% |
| Participant deferral / active EE | $4,082 | $3,440+18.7% | $4,167-2.0% | $3,741+9.1% |
| Admin fee / account holder | $26,324 | $5,622+368.3% | $6,797+287.3% | $5,306+396.1% |