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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 | $111,567 | $86,050+29.7% | $189,758-41.2% | $94,015+18.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.22% | 17.77%-5.6pp | 52.62%-40.4pp | 17.84%-5.6pp |
| Employer contribution / active EE | $3,659 | $2,819+29.8% | $4,767-23.2% | $2,790+31.1% |
| Participant deferral / active EE | $5,481 | $3,349+63.7% | $5,856-6.4% | $4,249+29.0% |
| Admin fee / account holder | $3,632 | $6,627-45.2% | $20,388-82.2% | $8,951-59.4% |