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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 | $113,335 | $64,920+74.6% | $103,693+9.3% | $86,983+30.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 14.19% | 30.29%-16.1pp | 47.61%-33.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $4,446 | $2,141+107.6% | $2,920+52.2% | $2,584+72.0% |
| Participant deferral / active EE | $5,252 | $3,241+62.1% | $4,579+14.7% | $4,194+25.2% |
| Admin fee / account holder | $15,343 | $6,191+147.8% | $7,858+95.3% | $7,856+95.3% |