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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 | $154,547 | $40,263+283.8% | $57,347+169.5% | $59,632+159.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.79% | 27.50%-23.7pp | 24.40%-20.6pp | 2041.32%-2037.5pp |
| Employer contribution / active EE | $3,145 | $1,922+63.6% | $2,689+17.0% | $2,203+42.8% |
| Participant deferral / active EE | $5,424 | $2,400+126.0% | $3,162+71.5% | $3,192+69.9% |
| Admin fee / account holder | $4,356 | $2,819+54.5% | $3,356+29.8% | $4,297+1.4% |