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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 | $53,842 | $65,361-17.6% | $92,903-42.0% | $72,983-26.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.61% | 42.11%-18.5pp | 109.43%-85.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $4,817 | $2,594+85.7% | $3,653+31.9% | $2,440+97.4% |
| Participant deferral / active EE | $3,515 | $3,128+12.4% | $4,238-17.0% | $3,608-2.6% |
| Admin fee / account holder | $5,152 | $4,251+21.2% | $5,795-11.1% | $5,124+0.5% |