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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 | $105,034 | $45,087+133.0% | $69,483+51.2% | $72,976+43.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.38% | 22.67%-0.3pp | 28.99%-6.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $6,598 | $2,055+221.0% | $2,780+137.4% | $2,440+170.4% |
| Participant deferral / active EE | $5,851 | $2,603+124.8% | $3,537+65.5% | $3,608+62.2% |
| Admin fee / account holder | $3,533 | $3,057+15.6% | $3,841-8.0% | $5,124-31.1% |