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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 | $119,572 | $56,060+113.3% | $76,002+57.3% | $80,874+47.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 11.86% | 20.54%-8.7pp | 360.07%-348.2pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,301 | $1,873+22.8% | $2,688-14.4% | $2,756-16.5% |
| Participant deferral / active EE | $4,081 | $3,051+33.7% | $4,257-4.1% | $4,297-5.0% |
| Admin fee / account holder | $559 | $5,237-89.3% | $6,414-91.3% | $6,935-91.9% |