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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 | $106,579 | $62,589+70.3% | $76,768+38.8% | $64,173+66.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 24.40% | -1.95%+26.3pp | 2.43%+22.0pp | 7.63%+16.8pp |
| Employer contribution / active EE | $6,352 | $1,832+246.7% | $2,485+155.6% | $2,381+166.8% |
| Participant deferral / active EE | $5,862 | $3,145+86.4% | $3,852+52.2% | $3,470+68.9% |
| Admin fee / account holder | $2,018 | $4,667-56.8% | $6,675-69.8% | $4,887-58.7% |