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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 | $118,285 | $56,544+109.2% | $75,501+56.7% | $70,126+68.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 18.00% | 23.59%-5.6pp | 27.35%-9.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,181 | $1,817+20.1% | $2,352-7.2% | $2,343-6.9% |
| Participant deferral / active EE | $4,458 | $2,580+72.8% | $3,142+41.9% | $3,332+33.8% |
| Admin fee / account holder | $2,746 | $3,827-28.2% | $5,801-52.7% | $4,645-40.9% |