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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 | $118,420 | $77,472+52.9% | $100,392+18.0% | $80,935+46.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.76% | 37.26%-18.5pp | 49.45%-30.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $32,858 | $2,800+1073.4% | $3,941+733.6% | $2,757+1091.9% |
| Participant deferral / active EE | $5,865 | $6,818-14.0% | $8,090-27.5% | $4,299+36.4% |
| Admin fee / account holder | $15,151 | $5,885+157.5% | $7,904+91.7% | $6,924+118.8% |