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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 | $103,261 | $45,087+129.0% | $69,483+48.6% | $72,976+41.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.86% | 22.67%-16.8pp | 28.99%-23.1pp | 81.02%-75.2pp |
| Employer contribution / active EE | $4,995 | $2,055+143.0% | $2,780+79.7% | $2,440+104.7% |
| Participant deferral / active EE | $6,319 | $2,603+142.7% | $3,537+78.7% | $3,608+75.1% |
| Admin fee / account holder | $2,721 | $3,057-11.0% | $3,841-29.2% | $5,124-46.9% |