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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 | $111,936 | $48,364+131.4% | $71,796+55.9% | $62,881+78.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.25% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $703 | $1,042-32.5% | $1,924-63.5% | $2,281-69.2% |
| Participant deferral / active EE | $3,377 | $2,091+61.5% | $2,794+20.9% | $3,203+5.4% |
| Admin fee / account holder | $5,544 | $3,771+47.0% | $4,815+15.1% | $4,296+29.1% |