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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 | $108,957 | $59,440+83.3% | $78,004+39.7% | $82,637+31.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 20.05% | 40.24%-20.2pp | 31.07%-11.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,170 | $1,750+24.0% | $2,469-12.1% | $2,552-15.0% |
| Participant deferral / active EE | $5,406 | $3,138+72.2% | $4,092+32.1% | $4,126+31.0% |
| Admin fee / account holder | $5,959 | $5,504+8.3% | $7,578-21.4% | $7,339-18.8% |