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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 | $133,582 | $46,599+186.7% | $64,101+108.4% | $75,173+77.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.61% | 26.06%-11.4pp | 33.72%-19.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $2,931 | $1,975+48.4% | $2,749+6.6% | $2,671+9.7% |
| Participant deferral / active EE | $3,023 | $2,837+6.5% | $3,881-22.1% | $4,126-26.7% |
| Admin fee / account holder | $4,882 | $2,956+65.2% | $3,070+59.0% | $5,651-13.6% |