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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 | $117,721 | $77,962+51.0% | $178,540-34.1% | $80,935+45.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 18.01% | 18.10%-0.1pp | 27.15%-9.1pp | 35.66%-17.7pp |
| Employer contribution / active EE | $4,300 | $2,280+88.6% | $3,953+8.8% | $2,757+56.0% |
| Participant deferral / active EE | $12,085 | $4,404+174.4% | $6,281+92.4% | $4,299+181.1% |
| Admin fee / account holder | $17,879 | $7,156+149.9% | $10,424+71.5% | $6,924+158.2% |