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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 | $75,176 | $57,119+31.6% | $85,187-11.8% | $80,935-7.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 24.15% | 21.70%+2.4pp | 66.67%-42.5pp | 35.66%-11.5pp |
| Employer contribution / active EE | $3,899 | $1,802+116.4% | $2,732+42.7% | $2,757+41.4% |
| Participant deferral / active EE | $5,608 | $3,115+80.0% | $4,525+23.9% | $4,299+30.4% |
| Admin fee / account holder | $26,301 | $4,990+427.1% | $6,162+326.8% | $6,924+279.8% |