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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 | $73,721 | $45,079+63.5% | $69,461+6.1% | $72,983+1.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.35% | 22.65%-3.3pp | 28.97%-9.6pp | 81.01%-61.7pp |
| Employer contribution / active EE | $6,047 | $2,055+194.3% | $2,779+117.6% | $2,440+147.9% |
| Participant deferral / active EE | $5,606 | $2,603+115.4% | $3,536+58.5% | $3,608+55.4% |
| Admin fee / account holder | $8,842 | $3,056+189.4% | $3,840+130.3% | $5,124+72.6% |