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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 | $109,009 | $51,202+112.9% | $70,548+54.5% | $75,181+45.0% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 14.99% | 30.05%-15.1pp | 32.78%-17.8pp | 160.69%-145.7pp |
| Employer contribution / active EE | $2,391 | $1,827+30.9% | $2,975-19.6% | $2,671-10.5% |
| Participant deferral / active EE | $3,773 | $2,850+32.4% | $4,567-17.4% | $4,126-8.5% |
| Admin fee / account holder | $593 | $4,094-85.5% | $6,424-90.8% | $5,650-89.5% |