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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 | $105,703 | $70,486+50.0% | $100,528+5.1% | $79,852+32.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.64% | 21.90%-8.3pp | 30.90%-17.3pp | 31.72%-18.1pp |
| Employer contribution / active EE | $4,751 | $2,165+119.5% | $3,419+39.0% | $2,471+92.2% |
| Participant deferral / active EE | $5,167 | $5,182-0.3% | $6,271-17.6% | $3,740+38.2% |
| Admin fee / account holder | $6,738 | $4,480+50.4% | $8,084-16.7% | $5,306+27.0% |