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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 | $111,529 | $93,057+19.9% | $153,500-27.3% | $80,925+37.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.62% | 19.96%-5.3pp | 15.70%-1.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $5,313 | $3,507+51.5% | $5,039+5.4% | $2,756+92.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,758 | $8,885-69.0% | $12,736-78.3% | $6,940-60.3% |