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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 | $126,820 | $60,349+110.1% | $74,184+71.0% | $62,881+101.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.82% | 21.38%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,188 | $1,680+89.7% | $2,370+34.5% | $2,281+39.7% |
| Participant deferral / active EE | $5,672 | $2,856+98.6% | $3,550+59.8% | $3,203+77.1% |
| Admin fee / account holder | $1,755 | $4,261-58.8% | $5,586-68.6% | $4,296-59.1% |