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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 | $57,065+107.3% | $75,670+56.3% | $70,131+68.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 18.00% | 23.57%-5.6pp | 27.34%-9.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,181 | $1,817+20.1% | $2,352-7.2% | $2,342-6.9% |
| Participant deferral / active EE | $4,458 | $2,580+72.8% | $3,142+41.9% | $3,332+33.8% |
| Admin fee / account holder | $2,746 | $3,825-28.2% | $5,800-52.7% | $4,645-40.9% |