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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 | $88,187 | $45,050+95.8% | $63,018+39.9% | $70,126+25.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.44% | 18.76%+0.7pp | 87.62%-68.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $3,429 | $2,052+67.1% | $2,761+24.2% | $2,343+46.4% |
| Participant deferral / active EE | $4,923 | $2,466+99.7% | $3,330+47.9% | $3,332+47.8% |
| Admin fee / account holder | $881 | $2,834-68.9% | $3,601-75.5% | $4,645-81.0% |