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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 | $122,551 | $45,087+171.8% | $69,483+76.4% | $72,976+67.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 12.83% | 22.67%-9.8pp | 28.99%-16.2pp | 81.02%-68.2pp |
| Employer contribution / active EE | $4,533 | $2,055+120.6% | $2,780+63.1% | $2,440+85.8% |
| Participant deferral / active EE | $3,401 | $2,603+30.7% | $3,537-3.8% | $3,608-5.7% |
| Admin fee / account holder | $10,116 | $3,057+230.9% | $3,841+163.4% | $5,124+97.4% |