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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 | $55,349 | $48,078+15.1% | $78,676-29.6% | $62,881-12.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 35.14% | 31.36%+3.8pp | 62.19%-27.0pp | 20.14%+15.0pp |
| Employer contribution / active EE | $4,216 | $2,015+109.3% | $2,850+47.9% | $2,281+84.8% |
| Participant deferral / active EE | $4,672 | $2,587+80.6% | $3,517+32.8% | $3,203+45.9% |
| Admin fee / account holder | $3,136 | $3,206-2.2% | $4,510-30.5% | $4,296-27.0% |