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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 | $126,605 | $53,774+135.4% | $134,162-5.6% | $79,856+58.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.44% | 19.01%-3.6pp | 36.35%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $384 | $1,322-71.0% | $3,705-89.6% | $2,471-84.5% |
| Participant deferral / active EE | $4,449 | $2,420+83.9% | $3,500+27.1% | $3,741+19.0% |
| Admin fee / account holder | $3,637 | $3,985-8.7% | $6,685-45.6% | $5,306-31.5% |