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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 | $104,446 | $52,306+99.7% | $69,779+49.7% | $62,881+66.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.36% | 13.35%-8.0pp | 12.99%-7.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,715 | $1,799+217.7% | $2,338+144.4% | $2,281+150.6% |
| Participant deferral / active EE | $3,283 | $2,395+37.1% | $2,931+12.0% | $3,203+2.5% |
| Admin fee / account holder | $19,218 | $3,691+420.7% | $4,381+338.7% | $4,296+347.4% |