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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 | $85,440 | $57,140+49.5% | $85,240+0.2% | $80,959+5.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.27% | 21.71%+1.6pp | 66.75%-43.5pp | 35.67%-12.4pp |
| Employer contribution / active EE | $3,021 | $1,802+67.7% | $2,735+10.4% | $2,757+9.6% |
| Participant deferral / active EE | $3,718 | $3,115+19.3% | $4,527-17.9% | $4,300-13.5% |
| Admin fee / account holder | $4,048 | $4,992-18.9% | $6,165-34.3% | $6,925-41.5% |